Clients often ask us if it’s a good time of year to handle important estate planning matters. We always suggest that clients use the time they spend with their family and loved ones to have important conversations about major...
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Category: Estate Planning
Why Now is the Time to Meet with a Financial Advisor
At Kitzke & Canfield LLC, we can assist you with your estate planning goals to ensure your assets are appropriately handled according to your wishes after your death. Moreover, taking care of your estate plan now can give y...
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Give Your Family the Gift of a Well-Planned Estate
Amid the COVID-19 pandemic, you might be spending a lot of time with your family. This time together might make you thankful for your loved ones, but it should also make you think about what will happen to them after you’re g...
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Start Your Summer Vacation Right with a Comprehensive Estate Plan
Summertime is here and you are probably working diligently on plans for your family vacation. Few things are as fun as spending a few weeks away from home with your family to see new sights and enjoy new experiences, especially...
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Use Your Tax Papers to Get a Head Start on Estate Planning
If you don’t want to get the Internal Revenue Service (IRS) breathing down your neck, then you must have just recently finished your taxes for this year. All around your home office, you probably have piles of paperwork relat...
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Educational Estate Planning Seminars in March
We are excited to announce two educational seminars for clients of financial advisor that we will be hosting on March 12 and March 28. During these seminars, our Grafton estate planning attorneys at Kitzke & Canfield LLC w...
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What Are the Duties of a Trustee?
When you become a trustee, you are tasked with executing your fiduciary duty based on the terms of the trust. You are responsible for managing and holding the assets in question on behalf of the named beneficiaries, as well as ...
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Avoid These Common Misunderstandings About Wills and Trusts
If you are updating or putting together an estate plan for the first time, there are a few popular misunderstandings about wills and trusts that you must take care to avoid: “Having a will is enough to avoid probate.” In f...
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