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Why Make a Will?

The Last Will and Testament, often just referred to as a Will for short, is usually the first document that comes to mind when the topic of estate planning arises. The Will’s most obvious function is to dictate to whom your assets will pass after your death, but the Will is not just a “one trick pony.” In this post, I’ll give some examples of...

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Six Figures and Broke

A lot of people think just because a household (or even one person) makes 6 figures that they automatically have a lot of money.  While some people who make 6-figures certainly have money, it is not uncommon for these people to have very little saved.  The old adage, “It’s not how much you earn, it’s how much you save” is very true in this...

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Named in a P.O.A? Watch Out!

A General Power of Attorney (or in common parlance, a “POA”) document is a fundamental part of an estate plan, and offers many potential benefits. I’ve previously blogged about their importance and usefulness as an estate planning tool, so if that’s the kind of info you’re seeking try here. Today, however, I want to touch on one of the most often...

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