Estate Planning


Blog

Tips for Estate Planning: 3 Ways to Avoid Probate

By roger | Jan 13 2017

For many of us, the legacy we leave to future generations matters a great deal, so it’s important that your estate plans ensure your surviving […]

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Blog

Estate Planning Considerations: 3 Ways to Avoid Probate

By roger | Jan 13 2017

If you are in your retirement years, it’s likely that you’ve already started to consider your estate planning options. For many of us, the legacy […]

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Blog

10 Tips for When Seniors Should Update Their Estate Plan

By roger | Jul 15 2016

Many seniors don’t realize that they need to update their plans as time goes by. As major life events occur, or tax laws change, you […]

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Blog

10 Reasons for Seniors to Update Their Estate Plan

By roger | Jul 15 2016

By retirement age, most adults have established an estate plan, complete with trusts and a living will, to protect their assets and provide for their […]

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