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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 An outdated estate plan can…

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Passing Down Holiday Traditions


The holidays aren’t just about presents, parties, or the perfect gingerbread house (although those are fun). They’re about the traditions, the memories, and the things that make your family unique….

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Estate Planning Lessons from a Holiday “Scrooge”: Protect Your Legacy, Roast Beast and All


The Grinch wasn’t exactly a holiday role model. Sure, he redeemed himself in the end, but his life before that joyful Whoville feast was a logistical nightmare—especially from an estate…

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Protecting Your Elderly Parents from Fraud


Fraud targeting seniors often begins subtly – a seemingly harmless phone call, text, or email that quickly escalates into a web of deceit. Scammers may pose as government officials, financial…

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Celebrating Those Who Have Loved Us the Longest


Thanksgiving is a time for gathering, sharing, and, most importantly, giving thanks to those we love. As we celebrate, it’s natural to reflect on the importance of family, especially our…

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