Why DIY Estate Planning Could Cost You And Your Heirs Thousands…

Why DIY Estate Planning Could Cost You And Your Heirs Thousands-CaseyandLundregan

You should not sacrifice great planning for a supposed money-saving deal which likely won’t work and will cost you or your heirs thousands. Six Reasons Not To Do Your Planning On A Budget: You can make serious errors that will cause your estate plan not to work; You may not have a plan in place…

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Leave Assets To A Second Spouse When You Have Children From A Prior Marriage The Right Way

LEAVE ASSETS TO A SECOND SPOUSE WHEN YOU HAVE CHILDREN FROM A PRIOR MARRIAGE THE RIGHT WAY-CaseyandLund

How do you ensure that both your new spouse and your children from your first marriage receive an inheritance? In this day and age, it is not uncommon to remarry after a divorce or the death of a spouse.  Often in these remarriages, one or both spouses have children from a prior marriage.  These blended…

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5 Things You May Not Have Considered Estate Planning When Remarried

5 THINGS YOU MAY NOT HAVE CONSIDERED ESTATE PLANNING WHEN REMARRIED-CaseyandLundregan

In second marriages the complications and challenges created by blended families multiply. Getting married for a second time is fairly common. But the financial and estate planning issues that result from remarriage can be anything but. In second marriages the complications and challenges created by blended families multiply. Here are a few of the financial,…

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3 Ways To Estate Plan When Remarried

3 WAYS TO ESTATE PLAN WHEN REMARRIED-CaseyandLundregan

If you follow some simple steps, you can come up with a plan that meets everyone’s needs. Method 1 – Determining Your Goals And Priorities 1. Get tax savings. Good estate planning requires you to have a specific goal in mind and have ordered priorities. This will help you develop the best plan for your…

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