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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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Is It a Good Idea to Convert a Traditional IRA to a Roth IRA?

Posted on: August 23, 2024
Retirement savers can reap benefits in the conversion if they are able to pay a tax now.
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Back to School Planning to Protect Your Kids

Posted on: August 16, 2024
Ensure that your children's futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
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Top Estate Planning Mistakes Can Easily Be Avoided

Posted on: August 10, 2024
Given the massive $84 trillion wealth transfer already underway, it’s best to know all the details before making any big financial legacy moves.
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Your College Student Needs Powers of Attorney for Finance and Healthcare

Posted on: August 2, 2024
For some students, next semester means starting college, which may include leaving home for the first time.
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estate planning

Can You Use Artificial Intelligence (AI) to Create a DIY Estate Plan?

Posted on: August 2, 2024
Generative artificial intelligence (AI) is changing the world. However, many overestimate its capabilities. Using AI to create a DIY estate plan might save time now, although time will expose its shortcomings.
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Can Estate Planning Reduce Inheritance Taxes?

Posted on: July 26, 2024
Contrary to common belief, estate planning benefits aren’t exclusive to the ultra-wealthy. The mid-affluent—individuals and married couples poised for significant asset growth—should also consider their future tax exposure.
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estate planning

Estate Planning for Non-Married Couples: Securing the Estate of Cohabitating Couples

Posted on: July 26, 2024
Politicians often don’t write the law with unmarried couples in mind. Cohabitating couples need a will and cohabitation agreement to protect each other if the worst happens.
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Retirees Face Financial Strain Due to Medical Care Costs

Posted on: July 17, 2024
Retirees face high healthcare costs, spending an average of $7,540 annually. Proper estate planning helps manage these expenses and secure financial stability.
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