Preserve Your Legacy

Estate Planning | Elder Law | Special Needs Planning

Blog Posts in December, 2021

  • Why Do You Need an Estate Plan?

    The terms “estate plan” or “trust funding” are typically associated with wealthy families that own large homes and larger stock portfolios. The reality, however, is that estate planning is not just for the super wealthy. In fact, estate planning is an important part of anyone’s personal and financial plan, regardless of wealth or age. So, why is it important to have an estate plan? Each state has ...
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