Category: Estate Plan

Shocking Mistakes with DIY Estate Plans

The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not ... Read More »

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Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

Baby boomers - the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes tho... Read More »

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Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent  

There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary determination o... Read More »

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