Choosing the right people to manage your estate, handle your affairs, or carry out your wishes is critical to the success of your estate plan. These individuals have distinct roles and should be selected carefully to align with your values, financial goals, and family dynamics.
Month: October 2024
Halloween Estate Planning: Don’t Let Your Estate Plan Be a Ghost Story
Halloween is the season for ghosts, ghouls, and things that go bump in the night. But the scariest thing might just be not having an estate plan in place. Without one, your family could face real-life nightmares—like probate, family disputes, or high taxes on your estate.
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