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Five Milestones for Young Adults That Reveal a Need for an Estate Plan

Five Milestones for Young Adults That Reveal a Need for an Estate Plan

As young adults embark on the journey toward independence, many significant milestones exist to celebrate. From securing your first job to getting married or purchasing a home, each milestone presents new opportunities and responsibilities. While estate planning might seem reserved for older individuals, it is a crucial step to take as soon as you reach certain key milestones. Below are…

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The Importance of a Revocable Living Trust for the Sandwich Generation

The Importance of a Revocable Living Trust for the Sandwich Generation

The Importance of a Revocable Living Trust for the Sandwich Generation Financial planning can feel like a never-ending balancing act for members of the Sandwich Generation—those simultaneously caring for aging parents and supporting their children. This dual role can be incredibly demanding, both emotionally and financially. Financial resources can be stretched thin between paying for their children’s education, managing household…

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FREE On-Demand Webinar
Estate Planning Basics:
It's Not About What You Have,
It's About Being Prepared
Kirsten Howe
Host
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