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Our Top 10 Most Common Estate Planning Questions: Part 2
Estate planning can seem overwhelming, but understanding key concepts can make a huge difference in your family’s future.
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Our Top 10 Most Common Estate Planning Questions: Part 1
Understanding how accounts are titled and who has access to them isn’t just about convenience—it’s about ensuring your assets transfer smoothly to your loved ones while protecting them from potential risks. But how should you go about this?
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Estate Planning in Times of Change: Part 2
Families with unique circumstances require special attention in estate planning, particularly in legal uncertainty. Understanding how to protect LGBTQIA+ families and those with children who have special needs is crucial for their long-term security.
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Estate Planning in Times of Change: Part 1
With a new presidential administration onboarding in just a few weeks, significant changes coming to estate tax exemptions, and interest rates in flux, you may wonder how to protect your assets in the face of uncertainty.
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Lessons from Tony Bennett’s Estate Battle
When the iconic Tony Bennett passed away in July 2023 at 96, the world lost a beloved crooner whose music touched generations. Yet, behind the harmony of his musical achievements lies a discordant note in his personal life. Following his passing, a family dispute casts a shadow over his legacy. While Bennett brought people together…
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How To Create a Lasting Family Legacy This Holiday Season
The holiday season is the perfect time to create a lasting family legacy by capturing the values, stories, and wisdom that define your family’s identity. Through meaningful conversations guided by thought-provoking questions, you can record these priceless insights to preserve them for future generations. Pair this effort with a comprehensive estate plan to protect your…
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How the Holidays Can Inspire Your Family Legacy Planning
While passing down family recipes and gathering around the holiday table are cherished traditions, these moments also present a perfect opportunity to discuss, preserve, and protect your family’s broader legacy.
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The Hidden Truth About Settling a Loved One’s Estate
Being named as an executor might seem like an honor, but many people don’t realize the enormous responsibility and potential headaches that come with the role. Learn what’s involved in administering someone’s estate and how proper planning can save your loved ones from unnecessary stress and conflict.
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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…
