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Estate Planning


  • What to Do After a Death in the Family

    The days and weeks after a death are a stressful time, but they can be made a little easier if you understand the financial issues that need to be addressed. 

  • What You Should Know about Wills and Trusts

    Wills and trusts are important tools that can help ensure your wishes are carried out. Here’s a rundown of what you can use each one to accomplish. 

  • Why Estate Planning Is for Everyone

    Estate planning is about making sure your wishes are carried out. When we think about estate planning, we often envision very wealthy people who have squadrons of CPAs, lawyers and stockbrokers looking out for their finances. That’s only part of the story, though, because there are several estate planning steps that everyone should undertake.