A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future ...

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Settling an estate after the death of a loved one can involve both legal and financial challenges. But having a well-organized settlement checklist can help streamline this process. Whether you’re an ...

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Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...