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Estate Planning
Estate Planning for Physicians: Special Considerations for Doctors
Discover the essential estate planning considerations for physicians. Protect your practice, manage assets, plan for disability, and secure your family’s future.
The Crucial Need to Update Your Estate Plan
Discover why keeping your estate plan up-to-date is crucial, what life events require revisions, and the potential consequences of neglect.
Navigating Estate Planning for Second Marriages: Building a Secure Future Together
If you’ve recently re-married, make sure your estate plan is up to date with these simple steps.
Estate Planning Tips for Frequent Travelers: Protecting Your Wishes on the Go
Explore essential estate planning tips for frequent travelers. Protect your assets and loved ones, no matter where your adventures take you.
Estate Planning vs. Succession Planning: Protecting Personal & Business Assets
Protecting your personal assets as well as your business assets can ensure your legacy is protected for future generations.
Discussing Estate Planning with Your Loved Ones
If you’re ready to broach the subject of estate planning with your family, we have 10 tips to help get the conversation started.
How to Prepare for Probate: Organizing Documents and Information
After a loved one’s death, the thought of having to undergo a probate process to administer the deceased’s assets is not exactly an exciting prospect. However, organizing the necessary documents and information ahead of time can help streamline this process and alleviate some of the burdens associated with probate. This post explains what documents you need to prepare for probate and other steps so that you can plan accordingly and know what to expect.
The Connection Between Estate Planning and Grief: What you Need to Know and How to Prepare
Estate planning is more than just finances and legalities—it’s a thoughtful legacy you leave behind. But what about the emotional side? Our latest article delves into the essential connection between estate planning and coping with grief. In it, you will learn how crafting an estate plan can offer solace, ensure your loved ones are cared for, and provide guidance even after you’re gone. Whether you’re thinking about the impact of estate planning or about the complex emotions that follow the incapacity or death of a loved one, this article will help provide some insight and direction.
Does a Will Have to be Probated?
This article addresses a common question: whether a will always needs to go through the probate process. It explains the circumstances under which probate is necessary and when it might be avoided. The article also highlights the potential benefits of having an estate plan that minimizes the need for probate.