When I talk to my clients about the benefits of a trust as part of their estate plan, their eyes glaze over. Trusts seem overly complicated and only applicable to the super-rich. However, there are several significant benefits to include a trust in your estate plan.
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As we deal with the challenges of the current Covid-19 crisis it is important to look for ways to protect your family. Many things can happen during this time. You want to prepare for any scenario. Estate planning during a pandemic is helpful in case of any sudden illness or hospitalization.
A comprehensive estate plan covers many of life’s contingencies. A will is important but only comes into play at your death. There are other estate planning documents that help you during life events. For example, a sudden illness or medical emergency.
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Estate planning is critical not only to provide for your loved ones after your death, but also to protect yourself and them while you are alive. If you are suddenly incapacitated, who will take care of your financial, medical, and legal decisions? But how can you put together a comprehensive estate plan? Where do you start? Follow this helpful estate planning checklist to see what to update and what to put on your “to-do” list:
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