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Trustees and Executors: 4 Valuable Tips You Need to Know
You have been named as a trustee or executor/conservator of a loved one’s estate due to their death or possibly some incapacity like dementia. What do you do now? Serving as a “fiduciary” for someone’s person or finances is a very large job and carries with it a lot of responsibility, and also potential…
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Anchor Bay Capital Now Offers Affordable Estate Planning Through a Partnership with EncorEstate Plans
The COVID pandemic has taught us that nothing is certain and we need to help our clients plan for every eventuality. This often means encouraging each of our clients to have an estate plan in place. I recently worked on the administration of a trust and estate for someone who died unexpectedly. The individual had…
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Your Financial Plan Is Not Finished Unless Your Estate Plan is Up-To-Date
Estate Planning is an essential component of your overall financial plan. It allows you to gain more control over aspects of your life both during your lifetime and after your death. Unfortunately, we see the estate plan as one of those items that clients often don’t want to deal with. In fact, 6 out of…
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Estate Planning is Not Just for the Rich
Thinking about death is an uncomfortable topic for most people. Then, when you phrase it as “estate planning”, most people just say “well that is for wealthy people” and rationalize that they do not need to do it. The reality is that everyone needs to plan for what happens with their eventual death or incapacity.…
estate planning
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