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Estate Plan Instructions

A letter of instruction (LOI) is an essential part of any estate plan, whether you are starting from scratch or have a comprehensive plan in place. A letter of instruction can help your loved ones manage important information about you.…

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Is Disinheriting your Child a Mistake?

It’s more often than not that parents chose to treat their children equally when distributing their inheritance. But sometimes, parents intentionally choose to not leave anything to a child, and the reasons for doing so may vary. One reason could…

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Retirement Planning is Changing

In places like France, proposals to raise the retirement age are met with street protests. Yet around the world, the retirement age is creeping up; in the United States, it is moving up from 65 to 67. In fact, 2019…

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It May be Time for an Estate Plan Checkup

To make sure they are still good, you should check your estate planning documents every so often. This is especially true with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property…

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