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Myths We Tell Ourselves About Estate Planning

Estate planning can be a very difficult process. While it’s not brain surgery, making the decision to move forward with the planning requires us to face the fact that we will not live forever. This thought can stop many people right in their tracks. Others talk themselves out of seeing a qualif [...]

The Role of an Agent Under a Power of Attorney

For most people, the phrase “power of attorney” means very little. Even for those educated on the subject, it is easy to forget exactly who serves what role and why. Whether you are unfamiliar with the concept or simply need of a refresher, keep reading to learn what it means to be an agent u [...]

What Is a Discretionary Trust?

Sometimes giving money or assets outright to a beneficiary -- such as a child, a grandchild, or a special needs loved one -- is not ideal for distributing your wealth in an estate plan.

When setting up a trust, using a discretionary trust provides peace of mind because of the protectio [...]