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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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Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Love in the 21st century takes many forms, and for many couples, "forever" doesn't always include a marriage license. While a deeply...
bret182
Apr 36 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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The Unexpected Challenges of Being an Estate Executor
Being named executor is often seen as an honor, but many don't realize the complex responsibilities and potential family dynamics involved.
bret182
Mar 65 min read
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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
bret182
Feb 184 min read
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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
bret182
Feb 125 min read
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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
bret182
Feb 55 min read
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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
bret182
Jan 25 min read
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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.
bret182
Dec 23, 20246 min read
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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
bret182
Dec 20, 20245 min read
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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
bret182
Dec 11, 20245 min read
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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
bret182
Dec 1, 20245 min read
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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
bret182
Nov 20, 20245 min read
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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.
bret182
Nov 8, 20246 min read
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A Comprehensive Guide to Disaster Preparedness
Natural disasters and unforeseen events—like hurricanes, wildfires, power outages, or personal emergencies—can strike without warning.
bret182
Oct 30, 20245 min read
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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
bret182
Oct 24, 20246 min read
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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."...
bret182
Oct 16, 20245 min read
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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
bret182
Oct 11, 20245 min read
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What Do Lasagna and Estate Planning Have in Common?
Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after...
bret182
Sep 25, 20245 min read
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How Relying On Beneficiary Designations Put Your Family at Risk (And How To Fix It!)
As a professional in the field, I've seen many financial advisors, accountants, and even other lawyers suggest that naming beneficiaries on
bret182
Sep 5, 20245 min read
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