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Do Young Adults Need a Will?

September 2, 2022

These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.

Avoid Mistakes in Beneficiary Designations

August 10, 2022

Here are five critical mistakes to avoid when dealing with your beneficiary designations.

Estate Planning | Probate | Trust Administration

How to Plan in a Time of Uncertainty

August 3, 2022

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.