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Estate Planning

When a Family Member Dies without a Will

Losing a beloved family member is painful and complicated. But when someone you love passes away without leaving behind a valid will, settling that person’s estate can be incredibly difficult for the surviving family members. The process of sorting out …

5 Reasons Why Having a Will is Important

A will is a legally binding document that lets you determine how you would like your estate to be handled upon your death. Still, more than sixty percent of Americans do not have a will because they feel they’re too …

Understanding Capital Gains Tax

Homeowners selling their primary residence for a gain are entitled to a generous tax break called the Home Sale Exclusion. When selling your primary residence at a profit, you may qualify to exclude up to $250,000 of that gain from …

Starting the Estate Planning Process

Many people consider estate planning too private or morbid to discuss. Having these conversations might not be pleasant, but they can help avoid surprises, lead to better financial planning and promote family harmony. Not knowing how to begin the estate …

Five Common Estate Planning Mistakes to Avoid

There are only two things certain in life: death and taxes. Thinking about either is not very pleasant. However, preparing ahead of time about what will occur after your death through estate planning is one of the most important things …