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10 Types of Trusts: A Quick Look

Fri 18 Jun, by on Estate Planning, Probate

10 Types of Trusts: A Quick Look

Considering the myriad of trusts available, creating the right estate plan can seem daunting.  However, that is what we, as estate planning attorneys, do every day. We know the laws and will design a plan which addresses your specific situation.  Here is a look at the basics of ten common trusts to provide you with a general understanding of the options available. There will not be a quiz at the end. When you meet with …

Estate Planning After Personal Injury Settlements

Fri 11 Jun, by on Estate Planning, Personal Injury, Probate

Estate Planning After Personal Injury Settlements

In the hectic and sometimes dangerous world that we live in, it is an unfortunate fact of life that accidents happen and people get hurt. The U.S. legal system is designed so that those who suffer injury through the avoidable fault of others can seek compensation for those injuries. Sometimes injuries are so severe that the injured individual receives a significant sum of cash through a settlement or court judgement. Such a sudden and large …

How the Employee Onboarding Process Can Affect Your Estate Plan

Fri 4 Jun, by on Estate Planning, Probate

How the Employee Onboarding Process Can Affect Your Estate Plan

Starting a new job is an exciting new chapter in your life. Depending on your company’s onboarding process, there can be a lot of moving parts. You may feel overwhelmed by the introduction and review of the many different types of employee benefits. Not only are there forms to be filled out, they need to be filled out properly to ensure that your true financial and estate planning wishes are carried out. Beneficiary Designations Beneficiary …

Estate Planning Considerations for Religious Leaders

Fri 28 May, by on Estate Planning, Probate

Estate Planning Considerations for Religious Leaders

Your noble calling is to help others grow in their faith and assist them in navigating the difficult circumstances that life may throw their way. It is important that you also take care of your affairs, however. A financial and estate planning team can help you create a plan that will protect you today and tomorrow so you can better serve your community and provide for those who count on you. Below are some important …

Saving for College: What If There Is Money Left Over?

Thu 20 May, by on Estate Planning, Probate

Saving for College: What If There Is Money Left Over?

Setting money aside for your children’s or grandchildren’s education is a great way to provide for their future. However, it is possible that not all of the money you have set aside will be used for college expenses. For example, your child may receive a large scholarship and will not need to use all the money you have saved, or your grandchild may choose a trade school that is less costly than you expected. Alternatively, …

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