Monthly Archives: October 2023
25 Oct 23
How to talk to your loved ones about your estate plan
You’re already ahead of many people if you’ve decided to create an estate plan. But the process doesn’t end there. Talking openly with your family and loved ones about your plan is a crucial next step. Having this conversation can…
11 Oct 23
How are trusts funded?
People putting together estate plans may decide to include a trust among their resources for a variety of reasons. Some people want to leave money for a charitable cause instead of just for family members. Others may worry about a…
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