Estate Planning & Probate Blog

Estate Planning “Living Documents”

When people think of estate planning, they tend to think of Wills and Trusts.  However, there are certain documents that everyone should have in place, regardless of estate size.  They are:

Power of Attorney – These are for financial transactions during lifetime.  If you are unable to act, or if you simply want someone to be able to…

Charitable Planning

Learn about the ways you can give to charity that align both with tax planning and legacy planning goals.

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