Estate Planning Guides

A comprehensive estate plan is critical to ensuring the safety of your assets and the successful transfer of wealth to your heirs.

Choosing The Beneficiaries Of Your Assets

An important and sometimes overlooked step.

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Writing A Will

Do you really need a will?

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Managing Your "Hard Assets"

You might have more than you think.

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Drafting A Letter Of Instruction For Your Personal Property

Make sure all of your other "stuff" is taken care of.

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How To Find Unclaimed Assets

You never know what you might find.

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Using A Custodian To Hold Your Financial Assets

Safe and simple.

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What Is A Living Trust?

And why you might want one.

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Planning Your Funeral

After all, it's your funeral.

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