Our Estate Planning Blog

state planning for retirement

What Estate Planning Documents Do I Need for a Happy Retirement?

Most people can’t wait for retirement, and even more would likely opt for some form of early retirement, if they had the opportunity. Whenever you ultimately decide to cut down your time at work or leave the workforce altogether, you need to ensure that you have a full slate of estate planning documents in place.

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estate planning mistakes

Avoid Estate Planning Mistakes

These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.

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Adult Guardianship

How Does Adult Guardianship Work?

As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?

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