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Tag: probate

Don’t Make a Mistake! Discover Which One is Better: Wills or Trusts

Posted on July 14, 2023July 14, 2023 by DT

Wills and trusts are two essential estate planning tools that serve distinct purposes. While both documents allow individuals to dictate how their assets will be distributed after their death, they operate differently…

If You Don’t Have An Estate Plan, Here Is Why You Need One Now

Posted on April 9, 2023April 9, 2023 by DT

An estate plan is crucial to a person’s financial and legal affairs. It is a set of documents outlining how a person’s assets and liabilities will be managed, distributed, and transferred upon death.

Here Is Why Estate Planning Is Essential To Retirement

Posted on February 3, 2023February 3, 2023 by DT

Estate planning is the process of arranging and preparing for the distribution of a person’s assets and property after their death. It involves creating a plan to manage and distribute a person’s assets to ensure their wishes are carried out, minimize taxes and probate costs, and provide for their loved ones.

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