Leave a Legacy, Not a Mess: Why Every Retiree Needs an Estate Plan
In the next 20 years, an astounding $84 trillion in assets is set to change hands as older Americans leave their wealth ...
Markets Are Down: Here's How Your Estate Can Benefit
Your estate can benefit from a refresh every now and then. And that includes how you manage your portfolio in a down market.
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The American Dream: Understanding Trusts and how they (sometimes) can be a great tool
COLUMBIA SC (WOLO) – If you are in estate planning mode, there is a tool that can often be a great way to ensure that your wishes are carried out. Attorney Robert Grimm from Dial, Grimm, Dial joined ...
Avoid drama with your will by adding this to your estate plan
The purpose of a no-contest clause is to prevent frivolous or emotionally reactive challenges to an estate. With a no-contest clause in place, disputing a will out of anger or shock can lead to ...
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How, and why, to set up a trust for your house
Putting your home in a trust simply means transferring ownership of your home into a trust you have created with a trust ...