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Category: Estate Planning

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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Name a beneficiary

How to Name a Beneficiary for an Asset

POSTED ON: August 8, 2024 BY: Kyle Krull
Comprehensive estate planning for some assets requires you to name a beneficiary for the account or policy.
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Financial exploitation

Protect Your Elderly Parents from Financial Exploitation

POSTED ON: August 6, 2024 BY: Kyle Krull
Vigilance and estate planning can provided protections against financial exploitation from nursing homes or other assisted living facilities.
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AI

Can You Use AI to Create a DIY Estate Plan?

POSTED ON: August 1, 2024 BY: Kyle Krull
Generative artificial intelligence (AI) has its benefits but creating a comprehensive estate plan is not one of them.
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Estate planning mistakes

Top Estate Planning Mistakes Can Easily Be Avoided

POSTED ON: July 30, 2024 BY: Kyle Krull
Mistakes made in estate planning can be costly in time and money.
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Guardians

Naming Guardians for Minor Children Should be a Priority

POSTED ON: July 23, 2024 BY: Kyle Krull
Selecting guardians for minor children is essential to estate planning for young families.
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Long-Term Care Insurance

Why Consider Long-Term Care Insurance?

POSTED ON: July 18, 2024 BY: Kyle Krull
Long-term care insurance helps cover costs of in-home care, assisted living, and nursing homes while protecting savings from being drained quickly from these expenses.
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Annuities

How to Include Annuities in Your Estate Planning

POSTED ON: July 16, 2024 BY: Kyle Krull
Annuities can provide tax advantages, income security, and legacy benefits for your heirs.
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