December 11, 2020 •
Estate Planning ![]()
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
Read MoreNovember 25, 2020 •
Estate Planning ![]()
Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust.
Read MoreAugust 4, 2020 •
Estate Planning ![]()
As you plan how you will leave your estate, it is important to your family’s future that you leave a legacy with well-executed documents. It’s also essential that you understand all of the roles of the people involved in your estate, especially the person or organization who will manage your estate.
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