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Estate Planning

One Conversation It's Time To Have With Your Family

One Conversation It's Time To Have With Your Family

When you contemplate death, many things that seemed important two hours ago begin to drift away and you have this moment of clarity about what really matters. It provides a high-level perspective on life and your focus narrows on those you love.

What if You Die and Don't Have a Will?

What if You Die and Don't Have a Will?

If you have a will or trust, you determine before your death to whom your assets will be distributed, and in what proportions. This gives the owner the power to determine who receives their assets, and in what amount. But what happens when you don’t have a will or trust when you die?

Estate Planning

Estate Planning

Financial strategies are tools of preparedness. Investments allow your money to grow over time. Retirement accounts set aside money for later years when you no longer earn an income. In the simplest terms, these are about preparing for a time when you will need money. So it only makes sense to prepare for a time when you are no longer living, yet your assets continue on.