25

Mar

Do Not Let Your Clients Become a Statistic

You spend countless hours helping clients establish a solid financial plan for the future, so why not take the time to tell them about the benefits of creating an estate plan to align with their financial plan? As a trusted advisor to your clients, we are confident that you do no...

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Category: Advisors

06

Mar

What Happens to My Leased Car If I Die Before the Lease Term Ends?

After a house, a car is often the second-most valuable piece of property a person owns. About 15–20 percent of new vehicles are leased rather than purchased and financed. Leasing is a popular alternative to traditional financing because it can allow the lessee (the person who l...

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Categories: Estate Planning Trust Administration

06

Mar

Swedish Death Cleaning

How much stuff is too much? Most Americans would probably admit that they own too many things. From clothes to electronics to sports equipment to collectibles, the typical US house is stuffed to the brim with items of questionable utility. On occasion, we may commit to declutter...

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Category: Estate Planning

06

Mar

National Grandparents Day: Three Things to Consider Before You Make a Gift to Grandchildren

As grandparents, you likely love the opportunity to shower your grandchildren with gifts. In most cases, these gifts are given on holidays and birthdays and commonly consist of an item that may have been at the top of your grandchild’s wish list. While experiencing the joy on yo...

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Categories: Estate Planning Trusts

06

Mar

Managing Accounts and Services After a Loved One’s Passing

Losing a loved one is never easy, and along with the emotional strain, there are practical tasks to address, like handling their accounts and services. This guide will help you understand what to do with various accounts and subscriptions. Identifying the Accounts First, you nee...

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Category: Trust Administration

06

Mar

Maximize the Benefits of Giving to Your Loved Ones

Working hard and sharing your wealth with loved ones is a great goal. But, it’s essential to be aware of the tax implications when you give gifts or plan your estate. With a well-crafted estate plan, we can help protect your wealth and your loved ones. Let’s explore three types...

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Categories: Estate Planning Trusts

25

Mar

National Grandparents Day: Three Things to Consider Before Your Clients Make a Gift to Their Grandchild

Grandparents often love the opportunity to shower their grandchildren with gifts. In most cases, these gifts are given on holidays and birthdays and commonly consist of an item that may have been at the top of their grandchild’s wish list. However, as you are discussing your clie...

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Category: Advisors

06

Mar

Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?

When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable living trust—that is, a trust that you establish during your lifetime and can revoke or amend—you may opt to act as trustee for your trust, retaining the f...

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Categories: Estate Planning Trust Administration

06

Mar

National Make a Will Month: Securing Your Legacy for the Future

Welcome to National Make a Will Month! This month-long initiative serves as a timely reminder of the importance of creating a last will and testament. Preparing a will is a crucial step in safeguarding your assets, ensuring your loved ones are taken care of, and preserving your...

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Category: Estate Planning

06

Mar

The Importance of Reviewing Legal Documents When Relocating

A Lesson from Holographic Wills As we navigate through life, there may come a time when we have to relocate to a different state. Moving involves many considerations, and it’s important not to overlook the impact on legal documents, especially those related to estate planning. E...

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Categories: Estate Planning Trusts