Joint Ownership & POD’s Are Not An Estate Plan

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You've heard that adding a Joint Owner or Pay On Death designation to your bank account is much easier than creating an Estate Plan. Right...and wrong. There are several reasons that "planning" this way can cause trouble. Here are a few ways issues can arise.

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4 Times To Update Your Estate Plan

Unlike the Showtime Rotisserie, Estate Plans are not "Set It & Forget It." These are 4 times when you need to consider updating your Estate Plan.

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Can A Personal Representative or Trustee Steal Your Assets?

Leaving your final wishes to someone else can be a daunting prospect. Your Personal Representative or Successor Trustee could steal it all, but it is very unlikely if you plan correctly.

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3 Reasons Everyone Needs An Estate Plan

There are many reasons that everyone needs an Estate Plan. These are the first three reasons that come to the top of my mind because they seem to really resonate with my clients.

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Choosing Guardians When You Don’t Agree

In an ideal world we would always agree with our spouse...that is not the world that we live in. When it comes to the very important decision of choosing guardians for your children - you are not alone if you and your spouse don't agree. I don't have a magic formula for making the correct decision, but here are three strategies that should make the decision easier.

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