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The Estate Planning Tool Kit for Unmarried Partners
Estate planning is essential for everyone, but it is especially important if you and your partner are in a long-term committed...
May 16, 20215 min read
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Why Unmarried Partners Should Care about Estate Planning
According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up...
May 2, 20214 min read
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Planning Considerations for Unmarried Partners
When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and...
Apr 25, 20215 min read
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Reviewing Your Estate Plan after the Death of a Loved One
The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...
Mar 28, 20215 min read
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Warning: Don’t Let Creditors Inherit from You or Your Spouse
Don’t Let Creditors Inherit from You or Your Spouse
Mar 23, 20212 min read
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Reviewing Your Accounts and Property upon the Death of a Loved One
How your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and...
Mar 21, 20213 min read
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Five Mistakes Successor Trustees Make (and How to Prevent Them)
When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest,...
Jan 8, 20213 min read
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