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Assets

November 08, 2021 How to Manage a Will and Trust
Category: Assets, Estate Planning Attorney, Executor, Guardians, Life Insurance
November 01, 2021 What Is the Primary Purpose of a Credit Shelter Trust?
Category: Assets, Estate Planning Attorney, Probate
October 14, 2020 Consider Funding a Trust with Life Insurance
Category: Assets, Exemption
June 22, 2020 What Exactly Does an Executor Do?
Category: Assets, Estate Planning Attorney, Executor, Heirs, Probate, Wills
June 02, 2020 When Should You Have ‘The Talk’ with Your Kids?
Category: Assets, Dementia, Estate Planning Attorney, Retirement, Retirement Plan
May 21, 2020 Does Your Estate Plan Need a Will or a Trust—Or Both?
Category: Assets, Beneficiaries, Estate Planning Attorney, Heirs, Probate, Wills
May 18, 2020 Top 10 Reasons to Get Going on an Estate Plan
Category: Assets, Estate Planning, HIPAA Authorization, Inheritance, Minor Children, Wills