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10 Common Estate Planning Mistakes Your Family Cannot Afford to Make—Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
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May 9, 20227 min read


How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy
When you think about loved ones who have passed away, you probably do not think very much—or even at all—about the “things” they have...
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May 2, 20224 min read


3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
Whether it is to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...
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Apr 25, 20226 min read


How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and...
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Apr 18, 20227 min read


Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
As a parent, you are likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating...
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Mar 31, 20228 min read


7 Last-Minute Moves To Save On Your Taxes For 2021
Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can...
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Mar 28, 20227 min read


Probate: What It Is & How to Avoid It—Part 2
Last week, in part one of this series, we explained how the probate process works and what it would entail for your loved ones. Here in...
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Mar 21, 20227 min read


Probate: What It Is & How to Avoid It—Part 1
When most people pass away, many of their assets must first go through the court process known as probate before those assets can be...
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Mar 14, 20227 min read


Protect Your Home, Family, & Assets from the Growing Threat of Natural Disasters
Over the last few decades, we have seen historic levels of damage caused by natural disasters in the U.S. From blizzards in Texas and...
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Mar 7, 20226 min read


What To Expect from Your Initial Meeting with Us, Your Life & Legacy Attorney
Whether you have met with an estate planning lawyer before or it is your first time, it is important to understand how working with us is...
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Feb 28, 20225 min read


Updating Your Estate Plan for Divorce: 5 Changes to Make
Divorce can be one of life’s most stressful events. With so many major changes taking place, it is easy to forget to update your estate...
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Feb 21, 20226 min read


Preventing Family Conflict And Disputes Over Your Estate Plan
No matter how well you know your loved ones, it is impossible to predict exactly how they will behave when you pass away or if you become...
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Jan 31, 20227 min read


5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 2
Last week, in part one of this series, we covered the first two ways DIY estate plans can fail. This week we will cover the remaining...
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Jan 24, 20226 min read


5 Ways DIY Estate Plans Can Fail & Leave Your Family at Risk—Part 1
A quick Google search for “digital wills” or “online estate planning” will return a multitude of different websites offering low-cost,...
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Jan 17, 20226 min read


4 Tips For Discussing Estate Planning With Your Family This Holiday Season
As we head into the peak of the holiday season, you are likely spending more time than usual surrounded by your family and friends. It is...
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Dec 25, 20214 min read


3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan
You are likely aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are tax-deductible....
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Dec 18, 20215 min read


Donate Appreciated Assets to Charity Instead of Selling Outright for Tax and Income Benefits Using a
The end of the year makes us all think about how we may be able to save on taxes. If you have highly appreciated assets like stock and...
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Dec 11, 20213 min read


A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son with Next to Nothing—Part
Ensure Your Business Agreements Are In Accord With Your Estate Plan As we learned last week, although Bob intended to leave all of his...
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Dec 4, 20217 min read


10 Things You Should Know About Living Wills
When it comes to estate planning, you have most likely heard people mention a couple of different types of wills. The most common is a...
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Nov 22, 20218 min read


2021 Estate Planning Checkup: Is Your Estate Plan Up-to-Date?
Estate planning is not a one-and-done type of deal. Your plan should continuously evolve along with your life circumstances and other...
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Nov 15, 20215 min read
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