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The Surprising Connection Between Men’s Health and Estate Planning
As you may know, June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. Gentlemen, you already know that taking care of your health allows you to prolong your life and enhance your quality of…
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Protecting Your LGBTQIA+ Family: An Estate Planning Guide for Non-Biological Parents
As an LGBTQIA+ non-biological parent, June sparks a flurry of Pride celebrations reminding you of the remarkable progress the community has made, while also shining a light on the ongoing fight for full equality. One area where you may still face unique legal hurdles is in ensuring your parental rights are properly protected, if you…
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Avoid These 4 Common Estate Planning Pitfalls
If you’re a parent, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if you overlook the complexities of estate planning. Let’s explore some common pitfalls that parents often encounter, then offer practical strategies to navigate them successfully. Heads…
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Crafting Your Lasting Legacy With Estate Planning
Legacy and estate planning are often misunderstood and perceived as “only for the wealthy” and/or “philanthropic”. But that couldn’t be further from the truth. Legacy isn’t just about money or wealth. Legacy includes capturing your life stories, passing on your values, and ensuring your loved ones have a record of the essence of what matters…
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10 Steps to Take Now to Secure a Comfortable Retirement – Part 2
Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps including estate planning, preparing for long-term care, and passing on your legacy. As we continue with the second part of our series, we’ll delve into additional areas that are crucial for ensuring your golden…
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10 Steps to Take Now to Secure a Comfortable Retirement – Part 1
Retirement is more than just an end to the working years; it’s an exciting new phase of life that requires thoughtful preparation and strategic planning. There’s no time like the present to explore 10 steps you can take now to ensure a comfortable and fulfilling retirement. In this article, we’ll discuss the first 5 steps,…
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A Gift of Peace and Power for Every Parent
Parents spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a parent, you know. Every parent deserves the peace of mind and power to create financial security for themselves and their children with thoughtful estate planning. Most people have a general concept of what…
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Why Estate Planning Is the Best Use of Your Tax Refund
So you got a tax refund this year. Hooray! While you may be tempted to spend it on a vacation, or put it away for a rainy day, there’s an even better way to put that refund to work for you: estate planning. Here’s why.
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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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How To Protect Your Legacy In a Blended Family
We all know that families these days come in many different shapes and sizes. Gone are the days when a “family” was defined as a mother, father, and two children. Blended families are increasingly common, and for them, Life and Legacy Planning is critical. A “blended family” comes into being when a single parent remarries.…
