Estate Planning Steps to Take Before the End of Summer

family walking on the beach with little boy on dad's shoulders

As summer winds down and we prepare for the fall season, there’s one important aspect of life that often goes overlooked – estate planning. Whether you’re young or old, wealthy or just starting out, having a solid estate plan is crucial to ensure your wishes are fulfilled and your loved ones are taken care of…

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What’s The Point If You’re Not Having Fun?

family jumping for joy on the beach

Many of us have felt “stuck” or in a rut at some point in life. Oftentimes it’s due to the fact we become focused on the “end-game” and not the journey. If your happiness is dependent on accomplishing certain goals, what happens if fate intervenes and outside events interrupt? That’s the problem with allowing your…

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Aging Parents: Discussing Estate Planning

adult son sitting with aging parents on the couch

As our parents age, one of the essential topics that often goes undiscussed is estate planning. While it may be uncomfortable to broach the subject, having an open and honest conversation with your aging parents about estate planning is crucial to ensure their wishes are respected and their assets are protected. The Importance of Estate…

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The Benefits of Home Health Care

nurse reviewing clip board with elderly patient at home

As our population ages and healthcare demands grow, the concept of home health care has gained significant popularity. Home health care refers to medical and non-medical services provided to individuals in the comfort of their own homes. This alternative to institutional care offers a myriad of advantages, with independence and improved quality of life standing…

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Revocable Trust: How to Get More FDIC Coverage

open lock on top of money

When I first started practicing law, one would be hard pressed to believe that a bank would fail. It’s been a long time since the failures of the Great Depression that led to the creation of the FDIC (Federal Deposit Insurance Corporation) and with each passing generation the memory and fear of banks going belly…

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End-of-Summer Estate Checkup

beach with good by summer written in the sand

As the warm days of summer begin to wane, it’s a perfect time to take a step back from the fun-filled activities and think about the important aspects of life. One such crucial aspect is estate planning and, more specifically, reviewing your trust. An end-of-summer estate checkup can help ensure that your loved ones are…

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Estate Planning for College-Bound Students

college graduate hugging parents

As your child prepares to embark on the exciting journey of higher education, you may be filled with both pride and concern for their future. While college is a time of growth and learning, it’s also essential to consider their long-term security. Estate planning is often associated with older adults, but it holds equal importance…

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Protecting Your Children’s Education

jar of money and grad cap sitting on top of a textbook

As parents, one of our most significant responsibilities is to ensure the well-being and future success of our children. One essential aspect of this duty is providing them with a quality education that equips them with the necessary tools to thrive in an ever-changing world. With the rising costs of higher education, planning for your…

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