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Posts tagged Trust

Checklist for Handling Financial Matters After a Loved One Dies

Losing a loved one is overwhelming, and handling financial matters can feel daunting. This checklist walks you through key financial steps to help you navigate this difficult time.

Estate PlanningParkshore Wealth ManagementMarch 1, 2025Probate, Will, Trust, Beneficiary, Estate Taxes, Income Taxes, Step-Up, Inheritance, Retirement Accounts, Wealth Transfer, Fiduciary

Essential Tips for Effective Estate Planning

Here are estate planning strategies to help make sure your assets are distributed according to your wishes.

Estate PlanningParkshore Wealth ManagementJune 1, 2024Trust, Estate Plan, Beneficiary, Spouse, Titling, Right of Survivorship, Estate Planning Attorney, Financial Advisor, Estate Taxes

The COVID-19 Wake-Up Call: Is Your Estate Plan in Order?

Let COVID-19 be a wake-up call. Follow these steps to get your estate plan in order.

Estate PlanningParkshore Wealth ManagementAugust 27, 2020COVID-19, Coronavirus, Will, Trust, Beneficiary, Power of Attorney, Advance Directives