Category: Estate Planning

A Comprehensive Guide to Trust and Will Preparation

In this guide, we will cover the basics of trust and wills, including what they are, why you need them, and the different types available. We will also walk you through the process of creating a trust and will, providing helpful tips and considerations along the way.

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Estate Planning for Those without Immediate Family Members

Estate and advance care planning are crucial aspects of financial and personal well-being, especially for individuals without immediate family members. This article explores the unique challenges and solutions available for those planning their estates and healthcare directives without the traditional support of close family.

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PODCAST-Estate Planning for your Vacation

Join Jacob this week as he discusses the importance of reviewing your estate plan before jetting off on vacation

What key tasks need to be considered to ensure peace of mind on your next getaway?

In this solo episode, Jacob breaks down the easiest ways to review your plan and ensure that no matter where you are in the world, you are protected.

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