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How to Choose a Trustee

Posted on: March 2nd, 2018
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs - collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and generally keep things organized and in good order....

The Value of Having a "Plan" in Estate Planning

Posted on: January 5th, 2018
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations....

Inspection Contingency Explained

Posted on: July 19th, 2017
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The Truth About Personal Risk Management, Part 2: Using Trusts in Estate Planning

Posted on: September 3rd, 2013
Paying insurance premiums to protect against potential losses frees us mentally to enjoy driving a car, leave our house empty while on vacation and receive medical treatment for an injury or illness. In the same way, the use of trusts acts like insurance and can shift anxiety to comfort, turmoil to peace, and complexity to understanding....

The Truth About Personal Risk Management, Part 1: Insurance

Posted on: August 1st, 2013
Personal risk management is being aware of the risks in your home and in your life, and then planning how to handle those risks. Insurance plays a big part in managing risk. Most people don't like paying insurance premiums, but when something happens and the insurance pays for a covered expense, they are relieved they had it....
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