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Why Informal Promises Can Undermine Otherwise Sound Estate Plans

Why Informal Promises Can Undermine Otherwise Sound Estate Plans Families often rely on informal understandings — verbal assurances about property, business succession or financial support. These arrangements may be made with good intentions, but without formal...

Why Fair Does Not Always Mean Equal in Estate Planning

Why Fair Does Not Always Mean Equal in Estate Planning Equality is simple. Fairness is nuanced. Many estate plans divide assets equally between beneficiaries in the belief that equal distribution prevents conflict. Yet modern family structures often introduce...

Free Estate Planning Guide

Learning how to protect your assets can feel like an overwhelming topic. Our FREE Estate Planning Guide will help you to understand the process and how to get started.

Estate Planning Guide

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