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Choosing the right trustee is key to ensuring your trust is managed properly.

Estate planning isn’t just for the ultra-wealthy—it’s for anyone who wants to protect the people they love.

Cash isn’t flashy, but it’s the foundation of a strong financial plan.

Unlike inheritances, living gifts allow you to share in the joy of giving.

It’s crucial to gather your digital assets and create a digital estate plan.

Having a comprehensive, well-communicated estate plan does more than distribute your assets smoothly.

A 2023 study by AMG National found that 90 percent of inherited wealth disappears by the third generation.

There may come a time when you need to update and change the beneficiaries in your will.

A generation-skipping trust allows the transfer of assets to grandchildren or great-grandchildren and shields them from taxes.