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May 8, 20238 min read

Understanding the Difference between a Will and a Trust

Making arrangements for estate planning and what happens to your assets after you're gone is really important. This plan can include...

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Apr 30, 202315 min read

Ask the Right Questions: An Estate Planning Questionnaire

Why Do You Need an Estate Planning Questionnaire? Estate planning can be an overwhelming and daunting process. It requires careful...

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Apr 24, 20234 min read

Estate Planning for Couples: The Ultimate Guide for Newlyweds

Of course, I remember when my wife and I got married. The beautiful decorations; my wife's stunning smile, and how gorgeous she looked in...

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Apr 18, 20233 min read

Why You Need to Include Digital Assets in Your Estate Plan

As the world becomes increasingly digital, many of our most valuable assets are no longer physical but digital. From online financial...

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Apr 18, 20234 min read

Why You Need to Consider a Pet Trust in Your Estate Plan

As a pet owner, you likely consider your furry friend to be a part of your family. So, what happens to your pet when you pass away? How...

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Apr 18, 20239 min read

The First 10 Steps to Take After the Death of a Loved One: A Guide to Estates and Probate

Losing a loved one is an emotionally difficult time, and dealing with the legal and financial aspects of their passing can feel...

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Apr 16, 202311 min read

Estate Planning FAQs: Estate Planning Strategies for Minimizing Estate and Gift Taxes

Let’s face it and get it out of the way. We all are (unfortunately) destined to die. In fact, the number one cause of death is birth. Did...

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