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8 Reasons You Should Avoid Cookie-Cutter Estate Plans

8 Reasons You Should Avoid Cookie-Cutter Estate Plans
8 Reasons You Should Avoid Cookie-Cutter Estate Plans
Estate Planning is an important step in securing your financial future for yourself and your loved ones. Your plan should be tailored to your specific needs, goals and family circumstances. There is no one size fits all estate planning model, nor should you rely on DIY or online forms to...
The 4 Most Important Estate Planning Steps
The 4 Most Important Estate Planning Steps
Most of us don't want to confront our own mortality or would prefer to hold off thinking about it until we reach a certain age or are even confronted by a long-term health issue. But neglecting to prioritize or complete your Estate Plan ultimately means you’re at risk of your...
Young People Should Have an Estate Plan
Young People Should Have an Estate Plan
Today, for a number of reasons, many young people have not created an estate plan. However, it is extremely important that young people, especially couples, begin to plan early on in order to provide for their families, designate a person to make medical and financial decisions on their behalf, and...
Talking to Your Aging Parents About Estate Planning
Talking to Your Aging Parents About Estate Planning
With Baby Boomers now entering retirement age, there has been and will continue to be a significant rise in the (more…)