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Learn About Wills

Learn About Wills

Click on each topic below for a short video to help you plan for your family and loved ones with a will or living trust. If you have questions about creating a will or living trust, please contact us.

  • Planning Your Will

    Your Property How much property do you own? Do you own enough to require a will or plan?
    Joint Tenancy What are the dangers of holding your property in joint tenancy?
    Failing to Plan Learn what will happen if you pass away without a will.

  • Wills Basics

    Why No Will? Why do some people fail to make a will? Learn why.
    Asset Distribution Discover how assets are distributed through a will.
    Wills 101 What is included in a will? Learn the basics of updating a will.

  • Trusts & Healthcare

    Trust Benefits What is a trust? Learn the benefits of establishing a living trust.
    Wills vs. Trusts What are some differences between a will and trust?
    Health & Attorneys What is a healthcare directive and power of attorney?

  • Gifts to Your Family

    IRA Gifts Learn why an IRA is not a good asset to give to children.
    Planning for Children Help children learn about money and explain ways to diversify inheritance.
    A Right Inheritance Learn the right timing, right amounts and property to give.

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