CCR Insights

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Estate Planning Checklist

Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.

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Estate Planning as a Family

Consider estate planning as a family. Take control of the conversation by discussing your wishes with children and other family members.

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How Interest Rates Can Impact Your Mortgage Costs

Dreaming of buying a home? Learn more about how changing interest rates can affect your mortgage payments.

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Acquaint Grown Children with Your Financial Affairs

Informing adult children about personal, financial, and estate planning information can ensure they take timely action during emergencies.

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Critical Estate Documents

Understanding the difference and benefits of financial & healthcare documents is vital to your estate plan.

Estate Considerations for the LGBTQ Community

Five Estate Considerations for the LGBTQ+ Community

Members of the LGBTQ+ community face challenges in having their relationships being considered equal in the eyes of the government.