Ensure Your Retirement Plan Aligns with Your Estate Plan

wealth and home balanced on a scale

It isn’t uncommon for people to regard their retirement accounts as large consistent assets. Understandably so, we devote our able-bodied years to conserving much of our earnings in preparation for our prospective futures. Sadly, the high expenditures associated with retirement such as the increasing cost of healthcare can easily undermine even the most prudent retirement […]

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Avoid these Eight Common Mistakes in Your Revocable Living Trust

A silver gavel resting on a silver striking plate. Trust and estate planning.

A revocable living trust has long been an important part of estate planning. Done correctly, a living trust can help protect your heirs from creditors, probate, and supply them with any funding you’d like them to have. However, a revocable living trust might not meet your goals if it isn’t arranged properly and periodically reviewed […]

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