Here are 3 tips to target for your good intentions: #1 Don’t be overly ambitious with your estate planning. You want your goals to be manageable to be successful. Don’t expect everything can be done overnight. How about starting with … Continue reading

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Now you’re ready to set your goals. Here are some 2 X 2 estate planning steps to take: •   Set aside 2 hours to do your estate planning homework. (Yes you can do it. Use my book Estate to the … Continue reading

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Want help with your estate planning resolutions? Ask a spouse, partner, or a family member to help you. Two people can do estate planning in  a 2 X 2 approach that multiplies your chances of success. Why does the 2 X … Continue reading

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Your Estate Plan may also deal with insurance, taxes and debts that may need to be paid by your estate. Talk to your financial advisor about your retirement accounts, life insurance and pensions. Ensure these are up to date with … Continue reading

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Your Estate Plan has a variety of tools, including these three documents: 1) Will to name executors to distribute your property. 2) Power of Attorney for your financial affairs. 3) Power of Attorney for health-care decisions. You may be nervous … Continue reading

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Creating your Estate Plan will help you put your worries behind you. You benefit when you: • Protect valuable assets for the people you love. • Reduce income and probate taxes without risk. • Name the right person you trust … Continue reading

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Let’s look at the six steps you should take to create an estate plan. This will protect you and your loved ones from disaster: 1. Get Ready — Identify your goals, assets and debts. 2. Save Taxes — Find ways … Continue reading

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Join me, Ed Olkovich, during my free Wednesday webinars. In November, I’ll cover how to make a great will. You’ll discover 3 secrets in 30 minutes in each online webinar. All you have to do is register here. There’s nothing … Continue reading

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We are celebrating Thanksgiving this week. When you think of your family remember this. Estate planning is what you do for your loved ones. Here’s more good news to go with your turkey. Free Estate Webinars are back at 7 … Continue reading

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It’s summer and everyone gets invited to a wedding. Did you know that a marriage revokes all wills? There are exceptions for those wills expressly made in contemplation of marriage to a new spouse. In a Second Marriage Marriage creates … Continue reading

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