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Simplify Your Life

Preparing for your estate plan can be a lot of work. Not only do you have to decide who is going to do what when, you have to organize your affairs, so they can. To properly prepare your estate plan, …

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Essential Estate Planning Documents

It has been a couple of years since I have discussed estate planning basics. Today’s column will be a refresher course. You may think of estate planning as only death planning. However, estate planning also includes lifetime planning in the …

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How To Select an Estate Planning Attorney

Finding the right attorney to plan your estate can be a significant challenge. It may be the first contact that you will ever have with an attorney. What qualities should you look for in an estate planning attorney? Do not …

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Sep Savvy Education Trusts

You are thinking about leaving something to the grandkids when you are gone. Or, you don’t have any children of your own and want to leave an inheritance to your nieces and nephews or great nieces and great nephews. However, …

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Estate Planning With No Kids

Recently, I spent a few days on a boat in Lake Huron with a friend of mine who has no children. It got me thinking. I have never written a column specifically directed at the issues that may be encountered …

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Importance of Funding Your Trust

You brought home your brand new trust. It sure looks great. It may be in a shiny new binder with tabs and everything. But how do you know your trust is going to work? And you got your trust at …

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