Tag: Inheritance
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5 Reasons People Seek out a Financial Advisor
by Clint Kraft
Personal finance is something everyone has to deal with, yet very few people have gotten any formal education on. As your finances become more complex, you may start to feel uncertain about whether you’re making the right decisions. In these situations, many people turn to a financial advisor to help them create an organized plan,…
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Do I Need a Will or a Trust?
by Clint Kraft
Many people put off estate planning, assuming it’s only for the elderly. However, having a Will or Trust in place can be important at nearly every stage of life. These documents ensure that your assets go to the right people, your loved ones are taken care of, and your end-of-life wishes are honored. It can…