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Estate Planning Blog

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Wasting Inheritance

Millennials Need Estate Planning

Posted on: November 15, 2024
I thought planning for death or injury was something I wouldn’t have to worry about for many years. However, the truth is that anybody over 18 should consider it.
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Estate Planning Lessons from Cinderella, Snow White & Their Friends

Posted on: November 1, 2024
While some may think that there’s nothing magical about death and taxes, there are many lessons to be gleaned from the well-known characters from the happiest place on earth.
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client testimonials

Why Does a Young Family Need an Estate Plan?

Posted on: October 17, 2024
Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.
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Advance Healthcare Directives and Why They Matter: The Story of Nancy Cruzan

Posted on: October 11, 2024
After a tragic accident, Nancy Cruzan’s family couldn’t make medical decisions for her and fought years-long court battles to help her situation. An advance care directive could have prevented Cruzan from living for seven years in a permanent vegetative state.
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estate planning

Are Your Passwords Protected as Well as Your Estate?

Posted on: October 4, 2024
Phone and computer passwords, crypto wallets, investment portfolios, mobile banking passcodes and even social media credentials also need a place to go when you die.
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estate planning

LGBTQIA+ Estate Planning Essentials

Posted on: September 26, 2024
Estate planning is not just about protecting assets—it's about securing your loved ones' future. LGBTQIA+ couples face unique challenges and need tailored solutions.
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gifting assets

Pitfalls of Do-It-Yourself Real Estate Deeds

Posted on: September 20, 2024
Using DIY deeds like quitclaim deeds can create more problems than they solve, from legal complications to financial penalties.
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Single and Over 50? Estate Planning Is a Must for You, too.

Posted on: September 6, 2024
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
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client testimonials

Godparents Lack Legal Rights if Not Named as Guardians for Minor Children

Posted on: August 28, 2024
Godparents provide spiritual guidance and mentorship to your children. However, they can only legally care for your kids if you name them guardians for minor children.
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