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bret182
Jun 10, 20195 min read
Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 2
In the first part of this series, we discussed one of the most frequent causes for dispute over your estate plan. Here, we’ll look at...
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bret182
Jun 3, 20193 min read
Avoid These 2 Common Causes For Dispute Over Your Estate Plan – Part 1
No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or become...
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bret182
May 27, 20194 min read
Got a ‘Blended Family’? Learn From Tom Petty’s Mistakes: His Daughters and Widow Are Now Locked In B
This week Tom Petty’s daughters escalated the battle over their late father’s estate by filing a lawsuit against Petty’s second wife that...
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bret182
May 20, 20193 min read
4 Ways That Wise Planning Can Protect Your Family’s Assets
While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at an...
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bret182
May 13, 20196 min read
3 Warning Signs of a Financial Scam
Nobody likes to admit they’ve fallen for a financial scam, but the fact is, it’s easier than ever to get caught up in one. This is...
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bret182
May 6, 20195 min read
The Real Cost To Your Family: Not Planning For Incapacity
​When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their...
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bret182
Apr 15, 20193 min read
4 Critical Estate Planning Tasks to Complete Before Going on Vacation
Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental...
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bret182
Apr 8, 20194 min read
6 Questions to Consider When Selecting Beneficiaries For Your Life Insurance Policy—Part 2
Selecting a beneficiary for your life insurance policy sounds pretty straightforward. But given all of the options available and the...
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bret182
Apr 1, 20194 min read
6 Questions to Consider When Selecting Beneficiaries for a Life Insurance Policy
Selecting a beneficiary for your life insurance policy sounds pretty straightforward. You’re just deciding who will receive the policy’s...
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bret182
Mar 25, 20194 min read
Understand What’s At Stake Before Agreeing to Serve as Trustee
Being asked by a family member or close friend to serve as trustee for their trust upon their death can be an incredible honor. At the...
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bret182
Mar 18, 20194 min read
Gen-X 90210 Star Luke Perry’s Death Demonstrates the
 Importance of Planning for Incapacity
In late February, Luke Perry, who became famous starring in the 1990s TV series Beverly Hills 90210, suffered a massive stroke at age 52....
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bret182
Mar 11, 20193 min read
Why You Might Actually Owe Taxes in 2018
Like many taxpayers, if you’ve already filed your federal income taxes for 2018, you may be surprised to discover you’re not getting a...
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bret182
Mar 4, 20194 min read
7 Events That Necessitate a Review of Your Estate Plan
Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properly updated. Estate planning is...
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bret182
Feb 25, 20194 min read
Could an IRA Trust Benefit Your Family?
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death,...
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bret182
Feb 18, 20193 min read
Overlooking This Basic Part of Your Estate Plan Can Be Tragic
The recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basic, yet often-overlooked, tenet...
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bret182
Feb 11, 20195 min read
Reclaim Your Role as Your Child’s Primary Influence—Part 2
In today’s society, the once-unbreakable bond between parent and child is being increasingly eroded. This disconnect is wreaking havoc on...
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bret182
Feb 4, 20192 min read
Reclaim Your Role as Your Child’s Primary Influence—Part 1
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bret182
Jan 28, 20194 min read
Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam
Imagine this… You are an elderly grandparent who lives alone. You get a call in the middle of the night from your college-aged...
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bret182
Jan 21, 20192 min read
Use Estate Planning to Ensure Your Family Isn’t Stuck Paying For Your Funeral
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bret182
Jan 14, 20193 min read
4 Estate Planning Must-Haves for Unmarried Couples—Part 2
Most people tend to view estate planning as something only married couples need to worry about. However, estate planning can be even more...
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