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    • Testimonials
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Home › Blog

No Will? What Happens Now Can Be a Horror Show

Posted on April 11, 2022

Families who have lived through settling an estate without an estate plan will agree that the title…

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What Should I Know about Finances Before Getting Married Again?

Posted on April 9, 2022

When it comes to addressing financial issues in a remarriage, couples should look at the past.  This…

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Should I have a Discretionary Trust in My Estate Plan?

Posted on April 8, 2022

The trustee who oversees a discretionary trust can use their discretion in determining when and how trust…

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Can I provide for my pet in my Will?

Posted on April 7, 2022

Pets are beloved members of families, and thus it is important they be included in estate planning….

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What Is Best Way to Spend ABLE Account Money?

Posted on April 7, 2022

An ABLE Account (Achieving a Better Life Experience Account) is a tax-advantaged savings account available to individuals…

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Common Estate Planning Mistakes

Posted on April 6, 2022

Despite the pandemic, two out of three American adults still do not have a will. Procrastination and…

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How Does Gift Tax Exclusion Work?

Posted on April 5, 2022

How gifts are made could have major impacts on heirs, especially if the recipient is a minor….

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How Do I Talk to My Parents About Estate Planning?

Posted on April 3, 2022

Failing to draft an estate plan can mean a pair of obstacles when a parent dies. First,…

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Is It Important for Physicians to Have an Estate Plan?

Posted on April 2, 2022

When the newly minted physician completes their residency and begins practicing, the last thing on their minds…

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How Do I Protect Myself and My Children in a Second Marriage?

Posted on April 1, 2022

In first marriages, working together to raise children can solidify a marriage. However, in a second marriage,…

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