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Electronic Safety Deposit in Chicago, Illinois
Probate: Why and How to Avoid It
Probate is the legal process of distributing and transferring an estate or assets of a deceased person to their heirs and/or beneficiaries. It can occur with or without the presence of the deceased person’s will. While common, probate can be comple...
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Transfer on Death Deed: The Basics and The Advantages
If you’re writing your final wishes planner, you may be wondering what options you can take to effectively distribute all your assets to the rightful heirs. The transfer on death deed should be one of your considered options. The transfer on death ...
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Successful Family Legacy Planning
Legacy planning is important for families to consider. According to Forbes, the largest intergenerational wealth transfer will be held within the next decade. As such, families need to come together and reflect on what their wealth means to them. Mai...
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Key Considerations When Passing Down a Business
Succession planning requires careful thinking and collaboration from the business owner, their financial advisors, and business strategists. Taking these extra steps generates the solid blueprint necessary to pass down a successful business. When a b...
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Passing Down A Successful Business
Being named successor to a successful business can be a burden and blessing. Although it feels amazing to take over and get entrusted with such an incredible responsibility, it’s only natural to feel slightly overwhelmed. What’s most impo...
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Family Legacy Planning: Getting Started
Family legacy planning is not a one-time plan. Rather, it is something you constantly update as time and laws change. If you have a proper plan, you can rest assured that your assets will be distributed just as you wish. It can even protect your fami...
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