Get Familiar With These Estate Planning Documents

Estate Planning

Basic estate planning begins with completing documents that allow your last wishes to be carried out as you choose. But are you familiar with the documents you’ll need? Here’s a list of common estate planning documents and their purpose. Advance Directive. Your instructions for end-of-life and quality of life wishes regarding medical treatments. Share your…

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Planning Your Estate to Reflect Your Intentions

If you own assets that you’d like to leave to a loved one, you have an estate. But without a plan, your state of residence will choose your heir — not necessarily the result you intended. How can you ensure your intentions will be realized? Start by understanding the basics of estate taxes. How estate…

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