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Summer Estate Planning for Teachers: Why Now is the Perfect Time


As a teacher, your summers are often filled with relaxation, professional development, and planning for the upcoming school year. While the break provides a much-needed respite from the classroom, it…

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4 Priority Milestones for Estate Planning


Estate planning is often associated with older adults, but it is crucial for people at various life stages, including young adults, newlyweds, first-time homeowners, and new parents. Here’s why having…

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Summer Travel and Emergency Planning


With summer on the horizon, you might be eagerly planning your travel adventures. Whether it’s a weekend getaway to the beach or a month-long European tour, summer is a popular…

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Estate Planning for Single Parents: An Essential Checklist


The Importance of Estate Planning for Single Parents Being a single parent comes with unique challenges, and estate planning is crucial to ensure the well-being and financial security of your…

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Why You Should Include Digital Assets in Your Estate Plan


It feels perfectly natural to focus on physical possessions when considering estate planning, but it’s equally crucial to account for our digital assets. From sentimental photos on social media to…

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Estate Planning Lessons We Can Learn from OJ Simpson


The saga of O.J. Simpson, a former football star turned actor, is not only a tale of fame and infamy but also serves as a cautionary tale in the realm…

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Do I Need a Trust Administration Attorney When a Family Member Dies?


When a loved one passes away, dealing with the legal and financial aspects of their estate can be overwhelming. If your family member had a trust in place, you might…

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Utilizing Your Tax Refund to Get Your Estate in Order


Estate planning always seems to fall to the bottom of the to-do list. It’s one of those things we know is important, but there’s always a reason to put it…

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What is Trust Administration? Important Info for Trustees


Understanding the Role of a Trust Administrator One of the first roles a Trustee must assume is to understand exactly what is trust administration. This guide, crafted by the experts…

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Women’s History Month: Empowering Women Through Estate Planning


As we celebrate Women’s History Month, it’s essential to recognize the importance of financial empowerment for women at every stage of life. Estate planning plays a crucial role in empowering…

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Estate Planning Checklist: What to Do When a Loved One Dies


Losing a loved one is an incredibly difficult time, filled with grief and numerous responsibilities.  Knowing what to do when a loved one dies can be confusing and stressful.  During…

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March Madness & Estate Planning: Managing Gambling Windfalls Responsibly


As March Madness sweeps the nation, excitement fills the air, and brackets are filling out in anticipation of thrilling matchups. For some lucky individuals, sports betting may yield unexpected windfalls,…

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