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Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy
The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about […]
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BOI/CTA UPDATE: Reporting Requirements Reinstated…For Now
UPDATE: On February 17, 2025, the U.S. District Court for the Eastern District of Texas, […]
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The Unexpected Challenges of Being an Estate Executor
When someone asks you to be the executor of their estate, it might seem like […]
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The Valentine’s Gift That Truly Matters
As Valentine’s Day approaches, you might be thinking about flowers, chocolates, or a romantic dinner. […]
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Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future
When you create an estate plan that includes a living trust, you’ve taken an essential […]
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National Unclaimed Property Day: Why Estate Planning is More Than Just Documents
Every year on February 1st, we observe National Unclaimed Property Day – a reminder of […]
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From Preparation to Recovery: When Disaster Strikes
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or […]
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4 Estate Planning Myths That Put Your Loved Ones at Risk
Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are […]