Estate Planning Blog

Tips on How to Protect What Matters Most

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Start the Year with Strategic Tax Planning for Your Estate

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Estate Planning Fire Drill: What You Need to Have Ready in Case of an Emergency

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Estate Planning for Blended Families: How to Find Harmony and Protect Your Loved Ones

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Handling a Loved One’s Debts After They Die

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Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?

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Estate Planning During Life Transitions: Marriage, Divorce, and Parenthood

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Beyond Algorithms: The Irreplaceable Value of Human Touch in Estate Planning

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The Importance of Digital Assets in Modern Estate Planning

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Protecting Your Digital Assets: Estate Planning and Avoiding Holiday Scams

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Top 5 Advantages of Establishing a Living Trust

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Is it Time to Let Go of Those Old Documents?

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Add An Estate Plan to Your Christmas List

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Who Needs a Special Needs Trust?

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Be Careful Relying on Life Insurance to Provide for Loved Ones

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Happy 18th Birthday! Now What?

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the caregiver and the patient are on the couch laughing with one another and sitting right next to each other. the caregiver is taking very good care of her patient.

Recognizing and Supporting Family Caregivers in Estate Planning

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Gratitude and Legacy: Giving Thanks Through Estate Planning

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Year-End Estate Planning: Key Steps to Protect Your Family and Assets

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How to Discuss Your Estate Plan with Your Family During the Holidays

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C.C. DeVille

What I Learned from My Rock N’ Roll Neighbor

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Have You Checked Your Beneficiary Designations Lately?

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older couple with their lawyer at the kitchen table planning their estate

How to Tackle the Busiest Season of the Year

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The Corporate Transparency Act: What It Means for Terminated Businesses

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Should Your Child’s Guardian and Trustee Be the Same Person?

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Don’t Let Your Estate Plan Go Up in Smoke

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The Power of Purpose: Unveiling the Impact of Charitable Giving

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Should You Share Your Estate Planning Details With Loved Ones?

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Can Artificial Intelligence Programs Write Basic Estate Planning Documents?

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How to Pick a Trustee, Executor, and Agent under a Power of Attorney

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Won’t My Spouse and Kids Inherit Everything When I Die?

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Recent Posts

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When Clients Name You as Trustee or Executor: What Every Advisor Should Know Before Saying Yes

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