Estate Planning
Below please find informative videos on different aspects of Estate Planning, Trust Administration and Estate Tax Planning. Do not forget to subscribe to our YouTube Channel!
Common Estate Planning Errors—and How to Avoid Them
Estate planning requires individuals to navigate complex legalities and sophisticated...
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Charitable Giving and Your Estate Plan
Your estate plan allows you to provide a meaningful financial...
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Estate Planning and Cryptocurrency
Cryptocurrencies, such as Bitcoin, are increasingly popular among investors; these...
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6 Reasons to Revisit Your Estate Plan Under the New Tax Law
The passage of the Tax Cuts and Jobs Act has...
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Signs of an Ineffective Estate Plan
Not all estate plans are created equal. Estate plans that...
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You Don’t Have to Be Rich to Benefit from Estate Planning
There are a number of common misconceptions about the estate...
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What’s the Biggest Barrier to Estate Planning?
Estate planning isn’t always easy. From a legal and financial...
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Should You Do Your Own Estate Planning?
While you certainly can handle your own estate planning, that...
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Estate Planning and Digital Assets
When it comes to estate planning, it’s important to be...
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How Divorce Impacts Estate Planning
One of the keys to proper estate planning is reviewing...
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Choosing the Right Estate Planning Lawyer
Working with an estate planning lawyer can help you make...
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Estate Planning with Pets in Mind
Estate planning is an important way to protect and provide...
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Choose the Right Executor for Your Will
Who will you entrust to administer your estate once you’re...
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Do You Still Need Estate Planning if You Don’t Have Children?
One of the most common misconceptions about estate planning is...
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5 Estate Planning Documents for Business Owners
Business owners tend to focus on ways they can grow...
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Which Assets Should You Leave to Your Family?
A big part of estate planning is deciding how you’ll...
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10 Estate Planning Steps You May Have Forgotten
Estate planning encompasses many different goals—expressing your end-of-life wishes, protecting...
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Key Factors in Succession Planning
When you’re the leader of a major company—or even a...
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if you would like to discuss the advantages and disadvantages of a revocable living trust.
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