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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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3 Strategies For Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally an adult even though they have a lot more growing to do. Just like any other adult, their...
bret182
Jul 11, 20247 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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What Probate Is and How To Avoid It — Part 1
Unless you’ve created a proper estate plan, upon your passing many of your assets must first go through the court process known as...
bret182
Jun 27, 20246 min read
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Avoid These 4 Common Estate Planning Pitfalls
If you’re a parent, you've always strived to provide the best for your family, ensuring their well-being and securing their future....
bret182
Jun 19, 20245 min read
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4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family
Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping...
bret182
Jun 13, 20244 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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Here’s What You Should Know About A Will
Having a Will, otherwise known as a Last Will & Testament, is important—and all adults over age 18 should have this document in place. ...
bret182
May 9, 20246 min read
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What Happens To Your Social Media Accounts When You Die?
Ever wondered what happens to your social media accounts after you pass away?
bret182
May 3, 20245 min read
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How DIY Wills and Trusts Offer a False Sense of Security
You’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will,...
bret182
Apr 11, 20245 min read
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3 Estate Planning Documents Your Parents Need
As your parents gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a priority. One of the very...
bret182
Mar 19, 20245 min read
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13 Ways to Show Your Finances Some Love This Year - Part 1
While thoughtful financial planning doesn’t sound as fun as a fancy night out or a night in with Netflix, making smart planning decisions...
bret182
Mar 8, 20244 min read
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How to Save for Retirement and Pay Off School Loans at the Same Time
Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You're faced with a...
bret182
Feb 22, 20244 min read
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This Change to the FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect in December, now...
bret182
Jan 25, 20244 min read
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Your Most Important New Year's Resolution: Creating a Kids Protection Plan
As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment should be at the top of your list–...
bret182
Jan 19, 20243 min read
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What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 1
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a...
bret182
Jan 3, 20244 min read
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3 Ways to Comfort and Support A Loved One in Mourning
Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming....
bret182
Dec 21, 20234 min read
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Roll Unused 529 College Savings Into a Roth IRA
In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans....
bret182
Dec 19, 20235 min read
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How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...
bret182
Dec 11, 20235 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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