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Tag Archives: Life & Legacy Planning

Home » Posts Tagged "Life & Legacy Planning"
01 Dec
Estate Planning

Honoring Service: Essential Estate Planning Tips for Veterans and Their Families

  • December 1, 2024
  • Posted by author-avatar client
Every day, we honor the brave individuals who have served our nation with dedication and resilience. Your service was a testament to yo...

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18 Sep
Estate Planning

3 Questions to Ask Yourself Before Creating Your Estate Plan With AI

  • September 18, 2024
  • Posted by author-avatar client
Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful, especia...

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11 Sep
Estate Planning

Reflections on Your Legacy

  • September 11, 2024
  • Posted by author-avatar client
As the seasons change and we transition from the warmth of summer, it's a perfect time to reflect on the contributions and achievements...

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29 Aug
Estate Planning

Would $23,000 Make a Difference to You?

  • August 29, 2024
  • Posted by author-avatar client
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. This frustrating scenario became a real...

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