July 13, 2022 •
Estate Planning 
The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
Read MoreApril 13, 2022 •
Estate Planning 
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
Read MoreJanuary 25, 2022 •
Estate Planning 
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
Read MoreNovember 18, 2021 •
Estate Planning 
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Read MoreMay 27, 2021 •
Estate Planning ![]()
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
Read MoreApril 10, 2020 •
Estate Planning ![]()
Maintaining a valid and current estate plan is vitally necessary in order to ensure the efficient and orderly dispersion of assets after a person dies. However, even a small mistake can create huge problems during the settlement process, and in many cases, these errors are impossible for anyone to correct.
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