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Planning for Minor Children

Although it is a difficult subject to face, you have options when it comes to protecting your estate and your…

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New to Estate Planning? Easy guidance for beginners!

Whether you want to provide for your family after your death or you just want to ensure that the process…

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Do I Really Need Estate Planning? YES! Stop Avoiding This Important Part of Life

Have you thought about dying lately? Most of us don’t. Make sure you do some estate planning today before things…

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“The Widow Lincoln” Sheds Light on Financial Lessons for Widows

As Mary Todd Lincoln’s character in “The Widow Lincoln” faces dozens of unpaid bills for home furnishings, clothes and jewelry,…

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Divorced? Time to Update Your Estate Plan and Beneficiaries

Failure to do so — or to alert all relevant parties to the changes — could result in certain assets…

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Life Changes. Is is time for an Estate Plan check-up?

Once the basic documents are in place, they should be revisited periodically.  If there is a major change in your…

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Financial and Estate Planning for Mom and Dad – Start the Conversation

While not all encompassing, these guides serve as a starting point to help your parents. There are many family dynamics…

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Seniors, Finances and Medicaid Planning: What You Need to Know

Seniors need to have a plan in place for long-term care, should they need care assistance in the future. A…

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