June 29, 2025
0 mins read
8 Views
The 2024 Autumn Budget introduced proposed reforms that may significantly impact pensions and their role in estate planning. From April 2027, unused..
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June 24, 2025
4 mins read
28 Views
A Power of Attorney (POA) can be one of the most powerful estate planning documents you create, providing someone you trust with the authority to..
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June 19, 2025
6 mins read
48 Views
The loss of a loved one is often accompanied by grief, confusion, and a host of legal matters that must be addressed. One of the most critical legal..
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June 17, 2025
4 mins read
117 Views
Creating an estate plan is one of the most important steps you can take to protect your assets and provide peace of mind for your loved ones. Once..
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June 17, 2025
6 mins read
54 Views
Updated for tax year 2025. Most people don’t get into charitable giving purely for a tax benefit. However, the opportunity […]The post How to..
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June 12, 2025
4 mins read
55 Views
It is not uncommon for a family to include someone who struggles with managing finances. Whether due to past financial mistakes, substance abuse,..
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June 10, 2025
3 mins read
58 Views
With an increasing number of people relocating and forming international relationships, it has become quite common for American citizens to marry..
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June 5, 2025
4 mins read
68 Views
Being appointed as the Trustee of a trust is both a significant honor and a serious obligation. The increasing use of trusts in estate planning..
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June 3, 2025
4 mins read
65 Views
When you think about putting an estate plan together, you probably focus on important legal documents like a Last Will and Testament, a Trust, or a..
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May 27, 2025
4 mins read
106 Views
As your family expands and your financial situation becomes more complex, your estate plan should evolve to reflect those changes. Although most..
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