9 Questions to Stress Test Your Estate Plan and Protect Your Legacy
Ensure your estate plan provides clarity and protection. Stress test your estate plan to keep it aligned with your goals.
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12 Estate Planning Mistakes That Could Cost Your Family Time, Money, and Peace
Discover 4 estate planning myths that may put your legacy at risk. Ensure your loved ones are truly protected with the right information.
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Estate Planning Lessons from the Golf Course
Just like golf, estate planning requires the right tools and regular adjustments. Discover key estate planning lessons from the golf course.
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Name Mismatches and Estate Planning: Don’t Make This Costly Mistake
Get essential insights on what every couple must know about estate planning options in Colorado to get peace of mind and lasting financial security together.
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Gene Hackman’s Estate: Interesting Lessons About Simultaneous Death Laws
Delve into the interesting lessons about simultaneous death laws and what they mean for couples in the wake of tragic events.
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Estate Planning Tool For Every Family: The Legacy Vault
Ensure your family knows what to do and where your important documents are in an emergency with the Legacy Vault. Be prepared and organized.
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Successor Trustee Mistakes That Can Undermine Your Final Wishes
Choosing the right successor trustee is one of the most important decisions you will make when creating a trust. Your successor trustee will be responsible for managing your trust’s assets when you are no longer able to do so, whether due to incapacity or death. Selecting the wrong person can undermine your carefully laid plans and lead to family conflict, financial mismanagement, and even legal disputes.
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Incapacity Planning – Who Will Manage Your Affairs When You Can’t
Most Americans think of estate planning as simply deciding who gets what after they pass away. But what happens if you’re alive but unable to manage your own affairs?
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