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Sharing Family Values in Your Estate Plan

Preserve your family values through estate planning. Learn how trusts and open conversations can ensure your legacy reflects your life's principles.
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Role of Estate Planning for the Great Wealth Transfer

The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.
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What's the Difference between Primary and Contingent Beneficiary?

Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
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Increase in Estate Planning for Gen-Z

Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
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Well-Played: Country Legend Toby Keith's Legacy Protected for His Family

Learn how country legend Toby Keith protected his family's future through careful estate planning and why starting early is crucial for everyone.
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Only 32% of Americans Have a Will

Only 32% of Americans have a will. However, even if you believe you lack assets, going without a will is a big mistake.
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The Importance of Estate Planning for Expecting Parents

Estate planning ensures that your children will have the future you want for them no matter what happens to you.
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Can You Prepare for the Unexpected in Life?

Remember, even ‘Superman’ Christopher Reeve didn't think he would fall off a horse, and it changed his life forever. Always be prepared.
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How to Order a Death Certificate after the Passing of a Loved One

Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.
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Godparents Lack Legal Rights If Not Named as Guardians for Minor Children

Godparents provide spiritual guidance and mentorship to your children. However, they can only legally care for your kids if you name them guardians for minor children.
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Can You Get Around Probate?

If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.
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Back to School Planning to Protect Your Kids

Ensure that your children's futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
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Single and Over 50? Estate Planning Is a Must

The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
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Do Single Parents Need an Estate Plan?

Single parents must carefully consider each option when preparing their estates. By creating an intentional plan, parents can ensure their wishes will be honored for their children.
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Lawsuit Filed Against Trustee of Late Singer Tony Bennett's Estate

Tony Bennett's daughters are suing the trustee of his estate, highlighting the importance of clear estate planning to avoid family disputes.
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Who Takes Care of My Pet When I Die?

Learn more about the personal-finance aspects of pet insurance and pet estate planning.
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How to Discuss Estate Planning with Your Aging Parents

Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
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Is Your Student Off to College? Make Sure These Legal Documents are Available

Ensure your college-bound child's safety and peace of mind with essential legal documents for college students. HIPAA waivers, powers of attorney, and other documents are indispensable.
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Art Legacy's Estate Battle: Heir Dispute Struggle Threatens to Ruin the Artist’s Centennial

An heir dispute can overshadow your legacy. Plan ahead to prevent estate battles and preserve your wishes and legacy.
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