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bret182
Oct 3, 20246 min read
Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of
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bret182
Aug 29, 20246 min read
Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It’s called “unclaimed property,” money that
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bret182
Jul 1, 20248 min read
What Probate Is and How To Avoid It — Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...
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bret182
May 16, 20244 min read
A Gift of Peace and Power for Every Parent
Parents spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a parent, you...
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bret182
Apr 25, 20245 min read
Why Estate Planning Is the Best Use of Your Tax Refund
So you got a tax refund this year.While you may be tempted to spend it on a vacation, or put it away for a rainy day, there’s an ev
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bret182
Feb 1, 20245 min read
3 Best Practices For Setting Up Your Life Insurance Policy
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...
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bret182
Dec 5, 20235 min read
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating...
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