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Estate planning is for everyone

Estate Planning for Everyone

According to a recent survey during the pandemic1 , younger Americans (age 19-34) were more likely to have a Will  than their older counterparts (age 35-54) to protect themselves and their loved ones from otherwise uncontrollable risks.  Despite estate planning being for everyone, 2 out of…

2019 Resolutions

We have now concluded the third week of the new year. You have probably made a list of resolutions focusing on various ways to improve your outlook in 2019. As the holiday season fades away and we get back to…

The Benefits of a Funded Trust

The concept of “funding” a Trust involves transferring assets to the ownership of the trust. These assets include real property, financial accounts and other types of property. Fully funding a Trust ensures that you and your beneficiaries receive the most…

Probate

What is Probate?

Probate is the court process of administering an estate after the death of an individual. An estate is deemed everything a person owns, but in this context, it refers to either individually owned or trust owned property.  The Probate process…

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