Archive for the Estate and Legacy Planning Category

Legacy & Estate Planning for High Net Worth Individuals

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Do you have a high net worth? When you add up the value of all of your real estate, investments and life insurance, is it in the millions, then this article might be for you. I always find it helpful to first look at some of the origins and developments of a subject.¬†Estate planning is… Read More »

Preparing for Meeting with an Attorney for Estate Planning

Most people don’t have a will or trust, or it is out-of-date. Make it a goal this autumn to get your affairs in order. This article will help you prepare for meeting with your attorney for estate planning. When you meet they will ask you all sorts of questions, and for you to supply¬†a lot… Read More »