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Asset Management › Asset Protection › Probate

Adler Pollock & Sheehan P.C.

Estate Planning Red Flag: You’re Attempting to Create Your Estate Plan with DIY Tools

Adler Pollock & Sheehan P.C. on

Interested in trying to prepare your own estate plan? There are resources available to assist you, such as online services, computer software and how-to books. Do-it-yourself (DIY) estate planning may save you hundreds or...more

Conn Kavanaugh

Five Reasons to Review and Update your Estate Plan (at least) Every Five Years

Conn Kavanaugh on

You’ve signed your estate plan – congratulations! The most important step is complete. But the next most important step with respect to your estate planning is yet to come. That step is to review your plan as time passes....more

Lewitt Hackman

What Is A Living Trust?

Lewitt Hackman on

A living trust is a way of holding title to your assets so they will not have to go through probate (a Court supervised estate administration) upon your death. The trust states what happens to your assets if you are...more

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