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Category: Estate Planning

Contingent beneficiaries

How are Primary and Contingent Beneficiaries Different?

POSTED ON: September 3, 2024 BY: Kyle Krull
If the primary beneficiary cannot receive the assets from the estate, contingent beneficiaries serve as a safety net.
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Will

Fewer Than One Third of Americans Have a Will

POSTED ON: August 29, 2024 BY: Kyle Krull
If you are not one of the 32% of Americans who have a will, you are making a significant estate planning mistake.
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Toby Keith

Toby Keith Protected His Family and Assets

POSTED ON: August 28, 2024 BY: Kyle Krull
Country legend Toby Keith protected the future of his family through proactive estate planning and the use of a revocable living trust.
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Expecting parents

Why Do Expecting Parents Need an Estate Plan?

POSTED ON: August 27, 2024 BY: Kyle Krull
Expectant parents cannot neglect estate planning because estate planning protects the future of their children should something happen to both parents.
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Godparents

Are Godparents De Facto Guardians?

POSTED ON: August 22, 2024 BY: Kyle Krull
Godparents are selected to provide spiritual guidance and mentorship to godchildren. They only have authority to serve as guardians through estate planning.
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Great Wealth Transfer

Role of Estate Planning for the Great Wealth Transfer

POSTED ON: August 21, 2024 BY: Kyle Krull
Proper estate planning can help families preserve their legacies during the “Great Wealth Transfer.”
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Dementia

What Is the Difference Between Dementia and Alzheimer’s?

POSTED ON: August 20, 2024 BY: Kyle Krull
Understanding the differences between Alzheimer’s and other types of dementia is crucial for early diagnosis and effective planning.
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Successor Trustee

Why Would I Need a Successor Trustee?

POSTED ON: August 16, 2024 BY: Kyle Krull
A successor trustee allows for your trust to be managed and distributed seamlessly after your death.
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Single individuals

Estate Planning is Essential for Single Individuals Over Age 50

POSTED ON: August 14, 2024 BY: Kyle Krull
Single individuals over age 50 face different estate planning challenges than their counterparts who are married.
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Continuing trust

Back to School Planning with a Continuing Trust

POSTED ON: August 13, 2024 BY: Kyle Krull
Add estate planning to your back-to-school checklist to secure the future of your child.
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