AB Law Blog

Why Reviewing Your Trust Regularly Isn’t Optional – It’s Essential

Why Reviewing Your Trust Regularly Isn’t Optional – It’s Essential

You’ve taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring your wishes are known and honored, and you don’t want to leave behind a mess for the people you love. Great work. But here’s something you may not realize: an estate plan, a will, or a trust isn’t a “set it and forget it” type of thing. Your estate plan is a living set of documents and tools that need regular attention to ensure they work when your loved ones need them and that they don’t fail at the worst possible moment…

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Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits

Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits

Imagine this: You’ve spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and discipline. One morning, you’re sipping coffee and browsing the news when headlines about a bank failure catch your eye. Your stomach drops as you realize a significant portion of your savings could be at risk because you’ve got an account in cash that exceeds the FDIC insurance limits…

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