Estate Planning Glossary

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Category: Estate Planning

Estate: This refers to the entire property and assets owned by a person before it is distributed by a Will, a trust or by contract (such as a life insurance policy). The estate can also...

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What is a Healthcare Agent?

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Category: Estate Planning

When you’re making an estate plan, you’ll be asked to name several fiduciaries. Fiduciaries are people or institutions who’ll act on your behalf in certain cases. One of the most important fiduciaries you need to...

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