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Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits
Your life savings may exceed FDIC insurance limits, leaving portions of your hard-earned money unprotected if your bank fails. Learn strateg
bret182
2 days ago6 min read
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A Step-by-Step Guide To Funding Your Trust
Trust funding is essential in estate planning, as it ensures your assets are managed and distributed according to your wishes. The process i
bret182
Mar 175 min read
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What You Need to Know About Trusts & Homeowner’s Insurance
Putting your home in a trust is a smart estate-planning move, but it can create unexpected insurance complications if not handled correctly.
bret182
Feb 264 min read
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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
bret182
Oct 3, 20246 min read
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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
bret182
Aug 29, 20246 min read
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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...
bret182
Jul 1, 20248 min read
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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...
bret182
May 16, 20244 min read
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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
bret182
Apr 25, 20245 min read
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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...
bret182
Feb 1, 20245 min read
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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...
bret182
Dec 5, 20235 min read
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