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Choosing between a will and a trust can shape your family’s future. Learn what to consider so your plan truly works. Read more... When you begin thinking about estate planning, one of the first questions you might ask is whether you need a will, a trust, or both. You may have heard conflicting information from friends, social media, or TV experts, which can make the decision feel confusing. And while both wills and trusts can play an important role in your estate plan, the re

You probably know you “should” have a will or a trust, but have you ever talked with your family about why your money exists in the first place? A simple family mission statement can dramatically increase the odds that your wealth and your relationships stay intact for generations. Read more... You probably know you “should” have a will or a trust, but have you ever talked with your family about why your money exists in the first place? A simple family mission statement, comb