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Tag Archives: Estate Planning

Home » Posts Tagged "Estate Planning" (Page 2)
02 Jan
Estate Planning

Estate Planning in Times of Change: Part 1

  • January 2, 2025
  • Posted by author-avatar client
With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you've been waiting f...

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23 Dec
Estate Planning

Lessons from Tony Bennett’s Estate Battle

  • December 23, 2024
  • Posted by author-avatar client
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a fami...

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19 Nov
Estate Planning

Shining a Light on Shelley Duvall’s Death and Estate Plan

  • November 19, 2024
  • Posted by author-avatar client
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legac...

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08 Nov
Estate Planning

Debunking 4 Common Estate Planning Myths

  • November 8, 2024
  • Posted by author-avatar client
You might think estate planning is only for the wealthy or too complicated and expensive. These are just a few myths surrounding estate...

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31 Oct
Estate Planning

A Comprehensive Guide to Disaster Preparedness

  • October 31, 2024
  • Posted by author-avatar client
In today's world, where natural disasters and unforeseen events can disrupt our lives immediately, preparedness is no longer a luxury; ...

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24 Oct
Estate Planning

Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience

  • October 24, 2024
  • Posted by author-avatar client
In an aging society, you might face difficult end-of-life decisions for your loved ones sooner than expected. And when you do, you’ll r...

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22 Oct
EVENT

Plan & Play Event

  • October 22, 2024
  • Featured
  • Posted by author-avatar client
Join Us for the Plan & Play Event - Secure Your Family’s Future While the Kids Have Fun! As a parent, you've spent countless hou...

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17 Oct
Estate Planning

A Power of Attorney May Not Be What You Think

  • October 17, 2024
  • Posted by author-avatar client
If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney...

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11 Oct
Estate Planning

Preventing Family Feuds Over Your Personal Belongings

  • October 11, 2024
  • Posted by author-avatar client
The passing of a loved one is a heartbreaking event, filled with grief and sorrow. However, the aftermath can become even more painful ...

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03 Oct
Estate Planning

Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts

  • October 3, 2024
  • Posted by author-avatar client
When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as detai...

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