Posts Tagged ‘Estate Planning’

Estate Planning Basics and Avoiding Probate With A Living Trust

One of the most important parts of the financial planning process is estate planning. Many people mistakenly believe that estate planning is only necessary for the wealthy.  In reality, a basic estate plan is essential for everyone in order reduce uncertainty, eliminate unnecessary costs, and reduce stress for loved ones after a death. Estate Planning…

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Changes That May Warrant An Insurance Review

Life happens, but more specifically, change happens in our lives that affects the building blocks of our well-being.  A few of the building blocks that drive our risk protection needs include lifestyle, health, and income.  While it’s ideal to review your insurance situation annually, it is especially important as these building blocks change. When Should…

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