One lesser-known but highly effective tool in estate planning is the lady bird deed, also known as an enhanced life estate deed. Unfortunately, many who could benefit from this deed do not know how it actually works. As you start drafting your estate plan, you should...
Harvey Cox
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Harvey Cox
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What Do Trust Companies Do?
When managing your wealth and protecting your assets for future generations, trust companies play an important role. But what exactly do these financial institutions do, and how can they benefit you and your loved ones? Understanding the role of a trust company can...
What Issues Should Over-50 Couples Discuss Before Marrying?
Getting married in middle age or later is not just a significant personal event but also one of the most important financial decisions in your life. Understanding this emphasizes the necessity of a thorough discussion about financial matters before tying the knot....



