Everything you need to know about Estate Planning
Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.
Better understand your choices and make informed decisions with our complimentary estate planning guide.
It will help you understand important topics such as:
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Having valid and current Wills for all adults in the family
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Evaluating insurance coverage
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Understanding ownership structures (i.e. the use of Joint Tenancy agreements)
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Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)
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Planning charitable gifts
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