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Here’s What You Should Know About A Will

Having a Will, otherwise known as a Last Will & Testament, is important—and all adults over age 18 should have this document in place. Yet for all but a few […]
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Updating Your Estate Plan For Divorce: 5 Changes To Make

Even if the process is amicable, divorce can be one of life’s most stressful events. With so many major changes taking place, it’s easy to forget to update your estate […]
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How DIY Wills and Trusts Offer a False Sense of Security

Do-it-yourself Wills and Trusts are all over the internet, with promises of saving you money and protecting your loved ones after you’re gone. But don’t be fooled! They’re often way more trouble than they’re worth. Read more.
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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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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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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™. […]




