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What is estate planning?
Estate planning is the process of legally deciding who receives your assets following your death and how they need to settle your affairs. Making an estate plan can be valuable for anyone who has any ...
It's National Estate Planning Awareness Week and financial experts say in the digital age, it's more important now than ever to get things in order regarding your will. Craig Bolanos, founder and CEO ...
For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place.
CHICAGO (WLS) -- Estate planning is key to building generational wealth. But a survey by Caring.com found just around 30% of Black Americans have a will or estate plan. Without one, families may face ...
Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust. The American Bar Association is an excellent resource for ...
Now is the time to plan for your loved ones. Life-altering changes happen in the blink of an eye, but preparing ahead protects your plans and wishes. To continue ...
Juan Carlos Rosario is a CFP® and President of Apex Financial Services Group, an independent financial services firm based in California. When you hear about estate plans, wills or trusts, they are ...
Congratulations! You’re well on your way to the retirement you envision for yourself. You’ve saved diligently, contributed to a 401(k) or IRA and have a good idea how much you’ll need to maintain your ...
CHICAGO, IL – In a city where real estate ownership is common and probate court procedures are complex, understanding the ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The Minneapolis-St. Paul Business Journal held a recent ...
Ali Hussain has a background that consists of a career in finance with large financial institutions and in journalism covering business. Vikki Velasquez is a researcher and writer who has managed, ...
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