Dan & Erika: Legacy Planning from a Family’s Perspective
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Dan and Erika (whose names and photo have been changed to protect their privacy) needed an estate plan. They had a few concrete goals, and as we walked through our […]
How to Be an Estate Executor or Personal Representative
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Are you named in someone’s estate and wondering what to do next? Here, we’ll cover some important terms in estate and legacy planning and what to do if you’re asked […]