One crucial step often overlooked when planning for the future is regularly reviewing and updating beneficiary designations on retirement accounts and life insurance policies. This
For many younger adults, the dream of homeownership is often overshadowed by the looming challenges of student loan debt. The burden of educational expenses can
Estate planning often revolves around ensuring that your assets are distributed according to your wishes upon your passing. A crucial aspect of this planning involves
Trusts, as powerful tools for estate planning, provide flexibility, asset protection, and tax benefits. As life’s circumstances evolve, the need to consider trust modification becomes
Estate planning is essential to ensure your assets are distributed according to your wishes. However, like bread can become stale over time, your estate planning
Estate planning is vital to financial wellness, but as your life evolves, so should your plans. Many individuals start with a modest estate and simple
When it comes to estate planning or managing trust documents, there’s a vital component that often gets overlooked: the obvious. Getting caught up in the
Author: Kathy Brost, Trust and Financial Planning Officer Estate planning stands as a cornerstone of responsible financial management, ensuring that your legacy is preserved and
The world of estate planning is witnessing significant changes as the federal estate tax exemption amount rises in 2024. This increase, driven by annual inflation
Creating a will is an essential responsibility for individuals with assets, as it clearly outlines how their estate should be distributed after their passing. The
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