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Estate Planning Articles

Please click on an article below:

529 Plan Combines College Savings Tool with Estate Planning Strategy

Asset Exemptions Shield Your Property from Creditors

Assets Your Creditors Cannot Touch

Assuring the Future of a Disabled Child

Basic Estate Planning:  Where Theres a Will, Theres a Way

Charitable Gift Annuities Give and Gain at the Same Time

Choosing a Suitable Beneficiary for Your Life Insurance Policies

Choosing Your IRA Beneficiary, Its More Than a Name

Do Not Overlook Proper Designation of Beneficiaries

Ensure the Future Prosperity of Your Family: Prepare a Family Business Succession Plan

Exploring Common Myths About Trusts

Freeze the Value of Your Estate with an Intentionally Defective Irrevocable Trust

Gifting Assets to Charities Using Income Trusts

Harness the Estate Planning Benefits of a Family Limited Partnership

Have the Final Say - Create a Living Will

Helping Your Grandchildren Pay for College the Smart Way

ILITs Provide Estate Tax and Other Benefits

Planned Giving - A Now and Later Gift

Preserve Your Assets for Your Heirs By Bypassing the Estate Tax

Protecting Your Final Wishes with a Living Will

Reviewing Your Estate Plan Regularly Is Vital

The Benefits of a Durable Power of Attorney For Finances

The Medical Power of Attorney  - A Voice to Echo Your Own

Trusts - Not Only for the Rich and Famous

Your Children and Your Will - A House Divided