Creating Your Legacy
November 22, 2017

Important Holiday Conversations

Going home for the holidays is a family tradition where you get to reconnect with your loved ones whom you haven’t seen…

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May 12, 2017

How Your Trust Can Help a Loved One Who Struggles with Addiction

How Your Trust Can Help a Loved One Who Struggles with Addiction Substance addiction is by no means rare, impacting as many…

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March 29, 2017

7 Common Planning Mistakes to Avoid

7 Common Planning Mistakes to Avoid From time to time, it’s good to review why having a complete, up-to-date estate plan is…

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January 6, 2017

Top 3 Reasons Why YOU Want to Avoid Probate

When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen…

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September 8, 2016

Incorporating Faith and Values in Estate Planning

Incorporating Faith and Values in Estate Planning For many, passing along religious beliefs and values to the next generation is just as…

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August 31, 2016

How to Overcome the Challenges of Legacy Planning that Plague Blended Families

As you’ve probably already noticed, estate planning can be challenging – not only for the “traditional” nuclear family but, also for the…

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June 9, 2016

Why Naming a Guardian for Your Minor Child(ren) is Extremely Important…

Why Naming a Guardian for Your Minor Child(ren) is Extremely Important… Some might say it is the most important decision to make……

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June 7, 2016

Estate Planning: 3 Reasons We Run the Other Way

We understand that it feels hard to get around to estate planning; it sounds about as fun as getting a root canal….

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March 9, 2016

Fun Ways To Convince Your Spouse to Get Started with Estate Planning…

Fun Ways To Convince Your Spouse to Get Started with Estate Planning… It’s extremely important that both partners understand why they need…

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March 1, 2016

Do-It-Yourselfers Think Twice Before Considering Online Estate Planning…

Do-It-Yourselfers Think Twice Before Considering Online Estate Planning… The recent rapid increase in numbers of online estate planning document services has attracted…

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