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Charitable trusts, also known as irrevocable trusts, allow you and a charity to receive income from the trust. The establishment of a charitable trust can offer many benefits for all parties involved, especially for those with nonessential assets such as stocks or real estate. Even if you experience a financial

As part of your estate planning process, it's important to implement Power of Attorney (POA) documents. Powers of attorney are recognized in all states, but the rules and requirements may differ from one to another. By signing this document, you are granted an individual or individuals the authority to act

Physical separation is essential to stop this virus, as you probably already know. Find out how we can help you complete your estate plan without having to leave the comfort of your home.   Traditionally, significant legal documents had to be signed in person in most states. As a result, we have

An inheritance in a blended family can cause hurt feelings and inequitable distributions, as well as result in lengthy, costly litigation. While you cannot legislate from the grave, you can carefully plan your estate so as to minimize any conflict between biological and stepchildren. Making sure your assets will pass

It's hard to consider more than just your grief after losing a spouse or long-term partner. There are, however, several important and timely decisions you need to make regarding your finances and personal estate planning. As marriages, divorces, and children and grandchildren are born, changing circumstances impact estate planning. Making