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Spring Forward: Refresh Your Estate Plan This Season


Spring Forward: Refresh Your Estate Plan This Season As the days grow longer and flowers begin to bloom, many people embrace spring as a time for fresh starts and renewal….

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How to Organize Estate Planning Documents: A Spring Cleaning Guide


  A Spring Cleaning Guide to Estate Planning Spring is the perfect time to refresh and reorganize many areas of life—including your estate planning documents. Just as you declutter your…

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March Madness & Estate Planning: Avoiding Costly Bracket Busters


March Madness & Estate Planning: Avoiding Costly Bracket Busters March Madness is all about strategy—crafting the perfect bracket, predicting the upsets, and avoiding those devastating early-round eliminations. But did you…

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How an Estate Plan Protects Your Loved Ones


Creating a well-structured estate plan is essential to protect your loved ones and ensure your assets are distributed according to your wishes. Without an estate plan, your family could face…

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Why Include Charitable Giving in Your Estate Plan?


Creating an estate plan is about more than just deciding who gets your belongings. It’s also an opportunity to reflect on what’s important to you and ensure those values live…

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Celebrating National Caregivers Day: A Guide to Supporting Caregivers Through Estate Planning


Every year on the third Friday of February, we take a moment to honor the unsung heroes of our lives: caregivers. These amazing individuals often step up to provide love,…

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Estate Planning Resolutions for 2025


As we welcome 2025, many of us are making resolutions to improve various aspects of our lives. While health, finances, and personal growth often top the list, one resolution for…

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Building Your Legacy: Estate Planning and the Power of Family Inspired by Martin Luther King Jr.


As we step into a new year, many of us think about the future, and one of the most powerful ways to shape that future is by building a legacy….

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The Future of Digital Inheritance: What 2025 Brings for Your Online Legacy


In today’s world, much of our lives are digital—from emails and social media accounts to photos, videos, and even cryptocurrency holdings. As we move into 2025, it’s becoming increasingly clear…

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Life Events That Require an Estate Plan Update


Life is full of changes, and with each major life event comes the responsibility to ensure your estate plan reflects your current circumstances and wishes. An outdated estate plan can…

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