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estate planning Archives

Planning your estate as a parent to young children

Although it can be very difficult to contemplate passing away while your children are still young, it is important to plan for the unlikely scenario. Doing so will give you peace of mind because you will have the knowledge that your children will be protected and cared for in the way that you see fit.

Including charities in your estate plan

When you are thinking about the legacy that you would like to leave at the end of your lifetime, it is likely that your immediate family and loved ones will be your first concern. However, in addition to the people that you love, you may also think about the causes that you are passionate about. You may have benefited from a non-profit or charity over the years, or witnessed first-hand the great work that you do.

A comprehensive estate plan has many components

Your estate plan is the set of instructions that your loved one will follow when you pass away. There are often several documents that come together to create this plan, so you should make sure that you have everything you need to convey your wishes. We are here to help you so you should start thinking about exactly what you want.

Make your estate plan show your wishes clearly

Creating your estate plan isn't always easy, especially when you have a big family. You probably want to make sure that you are taking care of everyone. Sometimes, people worry that they are doing things fairly. What many people don't realize is that fair might not always mean equal. We know that you might have some concerns about what you are going through with the creation of the plan. We can help you learn about your options so that you can set your plan, so it ensures your wishes are followed.

Understand the importance of your estate plan

When you're first looking into planning for your future, one of the things you may want to get more information on is estate planning. When you begin to gather assets, start a family and grow older, having an estate plan in place is a good way to protect everything you've done in your life.

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