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Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
The 2025-26 FAFSA introduces sweeping changes that revolutionize how families apply for college financial aid. While these updates...
Dec 30, 20245 min read
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Common Estate Planning Questions Part 2 of 2 -
Estate planning can seem overwhelming, but understanding a few key concepts can make a world of difference for your family's future. Read...
Dec 19, 20246 min read
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Common Estate Planning Questions Part 1 of 2
Understanding how accounts are titled and who has access to them isn't just about convenience—it's about ensuring your assets transfer...
Dec 19, 20246 min read
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A Power of Attorney May Not Be What You Think
If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney."...
Dec 19, 20246 min read
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Preventing Family Feuds Over Your Personal Belongings
The passing of a loved one is heartbreaking, but the aftermath can become even more painful if disagreements over their personal...
Dec 19, 20247 min read
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Veterans: Your Legacy Is Worth Protecting
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your...
Dec 19, 20246 min read
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What Do Lasagna & Estate Planning Have In Common?
Most people think “estate planning” is the same as drafting a will or trust. This is a common misconception. Estate planning isn’t about...
Dec 19, 20246 min read
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Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of Friends , passed away last year, the world mourned the loss of a comedic icon. However, as...
Dec 19, 20246 min read
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3 Questions to Ask Before Creating an Estate Plan with AI
The allure of Do-It-Yourself estate planning through AI is strong, especially when you think your situation is simple and...
Dec 19, 20245 min read
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Court Ruling Halts Corporate Transparency Act - What You Need to Know
A major court ruling has temporarily suspended the Corporate Transparency Act, affecting millions of American business owners who were...
Dec 19, 20242 min read
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Year-End Options for Giving to Charity
The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan...
Dec 19, 20245 min read
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