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3 Estate Planning Documents Your Parents Need
As your parents gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a priority. One of the very best things you can do for your own […]
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13 Ways to Show Your Finances Some Love This Year – Part 2
Last week we explored seven ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: If you missed it, check out […]
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13 Ways to Show Your Finances Some Love This Year – Part 1
While thoughtful financial planning doesn’t sound as fun as a fancy night out or a night in with Netflix, making smart planning decisions with your assets is one of the […]
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Your Kids Might Not Automatically Be Cared For Unless You Do This
As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, […]
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4 Essential Strategies For Protecting Your Family’s Assets
You might think that only the super wealthy need to worry about asset protection planning. The truth is, those without millions may be at even greater risk. For instance, if […]
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3 Reasons Why Adding Your Partner to Your Will is an Act of Love
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the […]
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Important Planning Conversations to Have With Your Parents
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But there are critical reasons for and significant benefits to planning while you’re still […]
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3 Best Practices For Setting Up Your Life Insurance Policy
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no […]
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This Change to the FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect in December, now makes it possible for grandparents to do even more to […]
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Your Most Important New Year’s Resolution: Creating a Kids Protection Plan
As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment should be at the top of your list– creating a Kids Protection Plan™. […]
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What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an […]
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What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal […]
