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What Assets Should Go into My Revocable Living Trust?
A revocable living trust, or RLT, is an estate planning tool that provides some protection to your assets while allowing you to…
Estate Planning with Life Insurance
While life insurance may be most widely known as income replacement for dependent beneficiaries if the insured passes away unexpectedly, it also…
Cryptocurrency Considerations for Estate Planning
If you have any cryptocurrency, it’s essential to understand how this asset fits in your comprehensive estate plan. How is the cryptocurrency…
The Team Approach to Finances
Financial planning, tax planning, and estate planning can be integrated to achieve your financial goals. When this professional planning team works together,…
Estate Planning: Try Starting Here
Estate planning sometimes feels premature to young and healthy people and just plain overwhelming to many. It could be that you’re not…
What is a Living Trust? Top 5 Benefits
There is a misconception among individuals who may not have gone through the estate planning process before that estate planning is a…
Conversation Starter: What’s Your Tech IQ Part II
If you’ve decided that it’s time to boost your technology skills, fall is a great time to get started! You’ll have all…
Conversation Starter: What’s Your Tech IQ? Part I
If you graduated before computers became fixtures in the classrooms or work in a role that doesn’t require computer use, technology may…
Freelance Work: Benefits of Forming a Business Entity
For extra income or as a sole source of income, more and more Americans are working in a freelance capacity, also known…
What Assets are Subject to Probate?
Probate is a formal court process that takes place when an individual passes away and leaves behind assets that need to be…