Are you trying to get started with your estate plan? A will, trust and other legal documents can help you organize and instruct how your assets are managed after you pass away. While the main focus of estate planning is to help ensure your loved ones experience a...
Month: April 2024
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Can I make a beneficiary use their inheritance in a certain way?
When you pass away, you will leave an inheritance to the beneficiaries named in your estate plan. This could include your spouse or your children, but you can pick any beneficiaries that you would like. Many people will have an extensive estate plan that includes many...
3 places to store your estate planning documents
Your estate planning documents are crucial, as they contain sensitive information. Thus, you want to store them in a safe place. Below are three places to consider: 1. Your home Storing your estate planning documents at home allows you to access them easily. But where...