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Creating an Estate Plan

Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.

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Setting Up a Trust Fund

Trust funds are not just for the wealthy. People of diverse financial backgrounds can take advantage of this financial tool in order to better control how their assets will be distributed to beneficiaries. Read this article to learn more about your options.

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5 Questions to Ask Before Hiring a Financial Planner

How can you tell that you're ready to bring a financial advisor into your life and your finances? Hiring a financial planner is an incredibly personal decision and is not to be taken lightly. Use these five questions as a guide while you consider if a prospective planner is the right choice for you.