Sarah Ventris
- Feb 6, 2023
- 4 min
Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...
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Sarah Ventris
- Jan 29, 2023
- 5 min
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...
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lynette597
- Jan 21, 2023
- 5 min
Revocable Living Trust or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...
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Sarah Ventris
- Jan 14, 2023
- 4 min
Why Every Adult Needs a Living Will
When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a...
4 views0 comments