Tag: Trust

November 12 The Biggest Estate Planning Mistake

The most common mistake that can be made when estate planning is the failure to keep your forms and documents up to date.  As simple as it sounds, there are countless instances where people who did not have updated beneficiary forms inevitably ran into complications later in the process. Without proper documentation, the money and […]

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January 28 Trust v. Will

Estate planning for you and your family can be a stressful task. One of the main questions that come up during Estate Planning is: Do I need a Trust or a Will? Wills are generally the easier of the two to set up. Even though it is the easiest to set up, it still has […]

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