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Estate planning is essential for ensuring that your assets are distributed according to your wishes after your passing. However, one often overlooked aspect of estate planning is liquidity. Having sufficient liquidity in your estate plan is crucial for covering...
An inheritance can be positive for a beneficiary or heir. What they receive after a loved one dies can help them pay off financial obligations like student loans or make important moves that they previously struggled to complete, such as buying a home or finishing a...
A trust is a legal arrangement that allows grantors to distribute assets to beneficiaries. A trust is managed by a trustee, who holds assets on behalf of the grantor. Many trusts are used to avoid probate, estate taxes and challenges. Another benefit of a trust is to...