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You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

The Wealthy Barber on why executors should consider getting help from the professionals.

A good estate plan is fundamental to ensuring that your loved ones will be safe and secure.

Will and estate planning tips for multiple generations

Until recently there was no way to add children as beneficiaries to an investment account without giving them full access during the lifetime of the account holder. Our JGBRS account has changed that.