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Estate Planning Mistakes to Avoid

Having an estate plan ensures that your assets, interests, and those you care about are protected after you die. Unfortunately, many individuals make costly mistakes without proper advice and guidance from a qualified estate planner. Beyond undermining your intent and…

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Estate Planning for Widows and Widowers

A spouse's death is a life-changing experience emotionally, spiritually, and often financially. It is common for one spouse to handle family tax and estate plans, and a widow(er) may be looking at a complex financial situation with more questions than…

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Beneficiary Planning

Estate Planning Benefits of a Family LLC

Limited liability companies (LLC) fall between partnerships and corporations in their structure. A hybrid legal entity such as an LLC is well known for its financial management benefits, yet LLCs can also serve as a powerful estate planning tool for…

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