Estate & Wealth Transfer Planning Insights

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Although probate can be time consuming and expensive, one of its biggest downsides is that it’s public. Anyone who’s interested can find…

Many people, when planning their estate, simply divide their assets equally among their children. But “equal” may not necessarily mean “fair.”…

The “sandwich generation” is a large segment of the population. These are people who find themselves caring for both their children and their…

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This…

Married couples may not be able to save as much as they need for retirement when one spouse doesn’t work outside the home — perhaps so that…

If you and your spouse have similar irrevocable trusts that benefit each other, it’s important to know that the trusts might be subject to…

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