Estate accounts are financial documents that provide detailed information about the assets, liabilities, and transactions of a deceased person’s estate. They are an essential part
Review insurance policies (life, health, disability, etc.) to ensure coverage and beneficiaries are up to date. Consider creating a will to ensure assets are distributed
Divorce can be a difficult and emotional experience, especially when children are involved. However, it is important for divorced parents to consider their children’s future
Checklist of Estate Planning for New Parents Write a will: Specify who will be the guardian of your children if you and your spouse pass
Conservatorship and guardianship are two legal terms that refer to the legal relationship between a guardian and/or conservator and the person who is under their
Do you own property in another state or in another country? Is it included in your Will or Trust so it would go to those
Taxes. You can’t turn around without being taxed for something. We’re always looking for ways to avoid paying them. Having a Trust, a key component
The last thing most people think of (or maybe not at all) when creating or updating their estate plan is how federal or state taxes
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