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What do you know about your estate? Benchmark your estate planning prowess with this speedy quiz.
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Many of us still instinctively cling to the notion of keeping paper copies of everything — even electronic files we print out for posterity. There is nothing wrong with that. Just be sure to have a filing system that enables you to put your hands...
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If you are taking another look at your existing estate plan, or just starting your planning journey, be sure the following items — in addition to a will — are included to make things easier for you and your loved ones. Be Sure You Have: A...
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Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be...
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