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Why Retirement Is the Right Time to Revisit Your Estate Plan
January 21st, 2026
Retirement can mean many different things to different people. For some, it opens up a new world of travel, experiences, and creative pursuits. For others, it may herald quiet days at home with a good book, a steaming mug of tea or coffee, and no oth…
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Committed, Protected, Prepared: Estate Planning Tips for Unmarried Couples
January 7th, 2026
Categories: Estate Planning, Health Care Surrogates, Living Will, Powers of Attorney, Probate, Property, Trusts, Wills
Parental Warning: If You Own Your Property This Way, You May Accidentally Disinherit Your Own Children
November 19th, 2025
If I Leave Someone My Home, What Do They Really Get?
November 5th, 2025
Your home is likely one of the most valuable assets you own, if not the most valuable. Calling it an asset can sound cold. A home is far more than an assortment of materials and possessions. It is also a place to live, gather, create life stories, an…
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Trust Funding: Setting Your Trustee Up for Success
August 27th, 2025
Estate Planning Strategies to Protect Your Spouse
August 13th, 2025
You found the love of your life, and as you have built your life together, you have likely weathered your fair share of storms and grown stronger because of them. Now that you are married, you are uniquely situated to provide meaningful support for y…
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Does Treating Your Children Fairly Mean Unequal Inheritances?
July 23rd, 2025
Do Not Let Your Money and Property Go to the State: Why You Need an Estate Plan so any Unclaimed Property Does Not Escheat
June 11th, 2025
Three Asset Protection Tips You Can Use Now
June 4th, 2025
A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tena…
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Buying a Home with Someone Other than a Spouse? Be Mindful.
April 2nd, 2025