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Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate Many people create an estate plan believing it only matters after death. In reality, one of the most valuable benefits of estate planning is the protection it provides wh… Read More
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Categories: Estate Planning, Probate

‘Til Death Do Us Part, Too: Estate Planning Tips for Commitment Without Marriage

‘Til Death Do Us Part, Too: Estate Planning Tips for Commitment Without Marriage Introduction More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many A… Read More
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Categories: Estate Planning

Why a Proven Estate Planning Process Matters: How Our Step-by-Step System Ensures Your Plan Gets Finished

Why a Proven Estate Planning Process Matters: How Our Step-by-Step System Ensures Your Plan Gets Finished If you’ve ever worried that creating an estate plan might drag on, get stuck on an attorney’s desk, or never get fully completed, you’re n… Read More
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Categories: Estate Planning

Wondering Whether You Need to Update Your Estate Plan?

Wondering Whether You Need to Update Your Estate Plan? You Do. Here Is Why. Since creating your estate plan, have you thought about updating it? If you are like most people, probably not. However, the carefully thought-out plan you created years ago… Read More
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Ask Your Loved Ones What They Want

Ask Your Loved Ones What They Want The holiday season is right around the corner, and you have likely been shopping for the perfect gifts for your loved ones. You may have been wandering through crowded stores, scrolling through online marketplaces,… Read More
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Categories: Estate Planning

Give Thanks by Planning Ahead

Give Thanks by Planning Ahead Create or Protect Your Family Traditions with an Estate Plan Thanksgiving is built on a shared story and tradition, but every family has a different way of celebrating the country’s second-favorite holiday.[1] Unlike C… Read More
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Categories: Estate Planning
Plan Smart, Live More: Te…

Plan Smart, Live More: Test Your Estate Planning IQ!

Plan Smart, Live More: Test Your Estate Planning IQ! 1. In 2025, what is the total amount of money and property you can gift during your lifetime and leave at your death to your loved ones (other than to your spouse) without owing federal estate tax?… Read More
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Categories: Estate Planning

Make Sure That Your Estate Plan Is More Than Kindling

Make Sure That Your Estate Plan Is More Than Kindling It is a frigid November night. You put on a sweatshirt and sweatpants to warm up—to no avail—and decide to light the season’s first fire. You open the woodstove door to find last year’s as… Read More
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Categories: Estate Planning

Whom Should I Tell About My Estate Plan?

Whom Should I Tell About My Estate Plan? Creating an estate plan is typically a private matter, not something you share in detail with everyone in your life. After all, what you choose to do with your money and property is your business. Your partner… Read More
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Categories: Estate Planning

The True Cost of Inheriting a Home (Part 3)

The True Cost of Inheriting a Home (Part 3) Leaving a Home, Not a Headache — Estate Planning Strategies Passing down a home involves more than deciding who gets the keys. Without clear guidance, heirs may face unexpected costs, disagreements, and d… Read More
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Categories: Estate Planning