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Estate Planning

Estate Planning Resources

ARTICLES, VIDEOS, AND MORE

Wills vs Trusts

Learn more about the differences between Wills and Trusts to understand which gives you the control you want over your assets.

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Incapacity Planning

What happens if you become incapacitated and cannot make decisions for yourself? Incapacity planning allows you to decide how your finances and health will be managed.

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Passing on Property

Passing on property can get tricky, and there are three types: Real Property, Personal Property, and Accounts. We’ll cover all of them and how to plan for each.

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Changing an Estate Plan

Life happens. Assets change. Relationships change… and your estate plan should change with these major life events. Luckily, it isn’t hard to do. We’ll show you how.

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Welcome to Estate Planning

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