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The carefully thought-out plan you created years ago may not meet your current goals or family circumstances.

Take control of your wealth distribution by understanding what wills don’t control and the benefits of a trust.

Have you just welcomed a baby to the family? Protecting your newborn goes beyond car seats and babyproofing. Ensure that your child is protected no matter what life brings by creating an estate plan. Establishing an estate plan is one to-do task that many people put off. They may delay this very important task due to lack of time, the belief that they do not have enough money or property, not knowing how or where to start, or fear of contemplating death. Whatever the reason,

Imagine the following scenario: You have been living in a house for years. As your mother’s sole heir, you inherited it from her when she...