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Honoring Service: Essential Estate Planning Tips for Veterans and Their Families
Your military service demonstrated a profound commitment to protecting America’s future. Now, it’s time to protect your family’s future through thoughtful estate planning that honors your service. Protecting your veteran benefits isn’t just practical—it’s your final act of service.
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Shining a Light on Shelley Duvall’s Death and Estate Plan
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy continues to captivate fans, her passing reveals some important lessons about estate planning that everyone can learn from.
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Debunking 4 Common Estate Planning Myths
It’s time to shed light on estate planning as it is an often misunderstood and frequently avoided topic. Many people don’t understand what estate planning is – even attorneys sometimes don’t understand it. So, I’ll take this opportunity to set the record straight and debunk some common myths, then explore why you need an estate…
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A Comprehensive Guide to Disaster Preparedness
Natural disasters and unforeseen events—like hurricanes, wildfires, power outages, or personal emergencies—can strike without warning. Having a plan is no longer just a good idea; it’s essential for protecting yourself, your loved ones, and your property. By preparing now, you ensure you can respond calmly and effectively when life throws unexpected challenges. Preparation isn’t just…
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Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience
In an aging society, you might face difficult end-of-life decisions for your loved ones sooner than expected. And when you do, you’ll realize that the journey is rarely straightforward.
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A Power of Attorney May Not Be What You Think
If you’ve ever considered planning for your future or helped someone plan for theirs, you’ve probably heard the term “power of attorney.” But do you know what it is and how it works?
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Preventing Family Feuds Over Your Personal Belongings
The passing of a loved one is heartbreaking, but the aftermath can become even more painful if disagreements over their personal belongings tear your family apart. These disputes, primarily when centered around meaningful objects, can leave lasting wounds that may never fully heal.
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Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of his estate began to emerge, a curious puzzle presented itself: why did he seem to have less money than you’d expect?
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What Do Lasagna and Estate Planning Have in Common?
Most people think “estate planning” is the same as drafting a will or trust. This is a common misconception. Estate planning isn’t about certain documents but more like a good lasagna recipe.
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3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
The allure of Do-It-Yourself estate planning through AI is substantial, especially when you think your situation is simple. But here’s the truth: estate planning is not just about creating a set of documents, and it’s almost always more complicated than you think.
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Reflections on Your Legacy
This fall, we invite you to take a meaningful pause and reflect on the legacy you’re building through your life’s work. Your hard work deserves to be protected. You can ensure that everything you’ve built is passed on exactly as you wish, safeguarding your values and assets for future generations. It’s a call to action…
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How Relying On Beneficiary Designations Puts Your Family at Risk (And How To Fix It!)
As a professional in the field, I’ve seen many financial advisors, accountants, and even other lawyers suggest that naming beneficiaries on your accounts is sufficient, and that you don’t need an estate plan. However, they often overlook the potential risks to your family’s financial future.
