An Estate Plan Should be Reviewed Annually
The beginning of a new year is a good time to look at your estate plan. Reviewing your estate plan is a really good idea. There is no time like the be... Read More »
Tag Archives: Estate Planning
Tags: Estate Planning
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Economic Recovery May Lead to Increased Charitable Giving
Charitable giving has been stalled since the 2008 financial crisis, but an upturn is expected. Charity suffers during economic downturns, but a reboun... Read More »
Tags: Charity, Estate Planning
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Financial Difficulties after Passing of Spouse Not Necessary
Emotional difficulties are expected when a spouse passes, but understanding the management of the family finances can lessen the stress. When a spouse... Read More »
Tags: Estate Planning, Trust
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