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Estate Planning Resources

Learning about Estate Planning can be a daunting task. Browse our Learning Center to gain insight . Access hours of educational resources below. 

A well-crafted estate plan from ten years ago might look complete — but if it hasn’t kept up with your life, it may cause more harm than help. This is...
The Harris family had what looked like a perfect estate plan—professionally drafted, signed, and stored safely. But when Tom passed away, his children still had to go through probate. Why?...
Ron and Linda thought their estate plan was solid — until they realized nothing had been transferred into their trust. Learn what went wrong and how you can avoid the...
He almost threw the old toolbox out—until he realized it held everything his grandfather used to quietly take care of what mattered. A well-built estate plan should work the same...
Think your will alone protects your estate from probate? Think again. A will still goes through the court process—and becomes public record. A revocable living trust offers more control, privacy,...
Do-it-yourself estate planning might seem convenient and affordable, but it comes with hidden risks that could cost you more in the long run. Nuances like state-specific laws and personalized strategies...
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