Top Reasons People Tell You to Get a Trust 1. To avoid probate. Oh no… probate… the last word anyone wants to hear when settling the estate of a deceased loved one. When mourning a friend or family member, visits to the courthouse to handle stacks of paperwork is the last thing a grieving beneficiary…
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When a parent dies there are many things to manage, and taking care of the finances can often be the most dreaded. From funeral preparation to paying off any debts, every added task can feel overwhelming. A parent with all accounts titled correctly or set up in a trust makes the transfer of accounts simple,…
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Whether you are thinking of walking down the aisle or are newlyweds who just did, a blissful marriage comes with financial baggage – baggage that needs to be unpacked. Before you make any progress, you must first ask: Where do I even put my money? Deciding if you need a joint bank account is an…
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Everyone has an investing spirit animal – they just might not know which one. Figuring out which animal describes you best allows you to quickly summarize your investing style and determine your mindset towards investing. This helps to determine how to best plan for your future. There are two main factors that determine your investing…
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Rent Electricity Phone Bill Car Payment Groceries And… Social Media? Yes, we know, social media as a monthly expense seems insane! But it’s creating an environment where wallets are getting thinner and credit card debt is growing. Snapchat, Facebook, Twitter, Pinterest and Instagram are not just a massive part of our day to day lives…
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