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COMPASS LEGAL PLANNING, P.C.
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bret182
2 days ago2 min read
BOI/CTA UPDATE: Reporting Requirements Reinstated…For Now
Business owners, it’s been a wild ride in the courts for the Corporate Transparency Act. Here’s the latest.
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bret182
4 days ago4 min read
Missing Assets: Why Estate Planning is More Than Just Documents
Did you know there's approximately $60 billion in unclaimed property held by state governments across the US? Learn how proper estate planni
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bret182
Feb 125 min read
4 Estate Planning Myths That Put Your Loved Ones at Risk
Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths a
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bret182
Feb 55 min read
Five Essential Steps to Protect Your Loved Ones
Make 2025 the year you finally tackle estate planning and protect your loved ones’ future. Learn the five essential steps you can take right
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bret182
Jan 294 min read
Utilizing Estate Planning For FAFSA Eligibility
Understanding how financial aid and estate planning intersect can make a significant difference when preparing for college expenses. This...
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bret182
Jan 226 min read
Our Top 10 Most Common Estate Planning Questions: Part 2
Estate planning can seem overwhelming, but understanding key concepts can make a huge difference in your family's future.
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bret182
Jan 166 min read
Our Top 10 Most Common Estate Planning Questions: Part 1
Regarding estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and...
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bret182
Jan 75 min read
Charitable Giving Options: Not Just For the Holiday Season
The desire to make a difference doesn't end when we die. For many people, incorporating charitable giving into their estate plans allows the
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bret182
Jan 25 min read
Estate Planning in Times of Change
With a new presidential administration onboarding in just a few weeks, significant changes coming to estate tax exemptions, and interest rat
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bret182
Dec 22, 20246 min read
Lessons from Tony Bennett's Estate Battle
When the iconic Tony Bennett passed away in July 2023 at 96, the world lost a beloved crooner whose music touched generations.
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bret182
Dec 20, 20245 min read
How To Create a Lasting Family Legacy This Holiday Season
The holiday season is the perfect time to create a lasting family legacy by capturing the values, stories, and wisdom
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bret182
Dec 11, 20245 min read
How the Holidays Can Inspire Your Family Legacy Planning
While passing down family recipes and gathering around the holiday table are cherished traditions, these moments
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bret182
Dec 4, 20245 min read
The Hidden Truth About Settling a Loved One’s Estate
Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches
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bret182
Dec 1, 20245 min read
Honoring Service: Essential Estate Planning Tips for Veterans and Their Families
Your military service demonstrated a profound commitment to protecting America's future. Now, it's time to protect your family's future thro
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bret182
Nov 20, 20245 min read
Shining a Light on Shelley Duvall’s Death and Estate Plan
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy con
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bret182
Nov 8, 20246 min read
Debunking 4 Common Estate Planning Myths
It's time to shed light on estate planning as it is an often misunderstood and frequently avoided topic.
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bret182
Oct 30, 20245 min read
A Comprehensive Guide to Disaster Preparedness
Natural disasters and unforeseen events—like hurricanes, wildfires, power outages, or personal emergencies—can strike without warning.
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bret182
Oct 24, 20246 min read
Navigating End-of-Life Care: Lessons from a Daughter's Tragic Experience
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 realiz
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bret182
Oct 16, 20245 min read
A Power of Attorney May Not Be What You Think
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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bret182
Oct 11, 20245 min read
Preventing Family Feuds Over Your Personal Belongings
The passing of a loved one is heartbreaking, but the aftermath can become even more painful if disagreements over their personal belongings
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