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Estate Planning for Blended Families: Protecting All of Your Loved Ones
Estate planning for blended families requires careful thought, clear communication, and tailored legal instruments. By using wills, trusts (including QTIP and credit shelter trusts), beneficiary designations, marital agreements, and other tools, you can protect your spouse and children in a way that reflects your unique family dynamics. Regularly review your plan as circumstances change, and consult with experienced estate planning professionals to navigate complexities.
Aug 117 min read


Wills vs. Trusts: How to Choose the Right Estate Planning Tool to Protect Your Family and Your Legacy
Estate planning isn’t something you do only when you have a sprawling fortune or a complex mix of assets. It’s an exercise in making sure your family and the causes you care about are taken care of and your wishes are followed. One of the most common questions people ask when they begin estate planning is whether to use a will, a trust, or both. On the surface, wills and revocable living trusts may appear to perform the same function but under the hood they work very differen
Aug 610 min read


Planning for Firearms Ownership: How Gun Trusts Fit into Your Estate Plan
Deciding how to manage and transfer your firearms can be a complex undertaking, particularly when regulated weapons are involved. A gun trust—also known as a firearms trust or NFA trust—can be an effective tool for ensuring compliance with state and federal laws, while simplifying inheritance and allowing trusted individuals to handle your firearms. This guide explains what a gun trust is, why you might want one, and the steps involved in integrating it into your estate plan.
Aug 56 min read
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