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Tag: Estate planning

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Kevin Taylor

A guide to Trusts in Estate Planning

Estate planning often involves the use of trusts to manage and distribute assets in a way that aligns with the individual’s goals, minimizes taxes, and ensures the well-being of beneficiaries. There are various types of trusts available, each serving specific

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New
Kevin Taylor

Navigating the Documents in Estate Planning

Estate planning is a crucial process that involves organizing your affairs and specifying your wishes for the management and distribution of your assets in the event of your disability or death. To begin estate planning, you’ll need several important documents

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Articles
Kevin Taylor

Why you need an Estate Plan

Everyone needs to plan and when you fail to plan; you will create a storm of questions and controversy your family may not be prepared to solve. When we hear the term estate plan, most times we think it is

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