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bret182
6 days ago6 min read
Our Top 10 Most Common Estate Planning Questions: Part 1
Regarding estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and...
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bret182
Jan 75 min read
Charitable Giving Options: Not Just For the Holiday Season
The desire to make a difference doesn't end when we die. For many people, incorporating charitable giving into their estate plans allows the
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bret182
Jan 25 min read
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
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bret182
Dec 22, 20246 min read
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.
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bret182
Nov 20, 20245 min read
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
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bret182
Nov 8, 20246 min read
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.
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bret182
Oct 30, 20245 min read
A Comprehensive Guide to Disaster Preparedness
Natural disasters and unforeseen events—like hurricanes, wildfires, power outages, or personal emergencies—can strike without warning.
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bret182
Oct 24, 20246 min read
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
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bret182
Oct 16, 20245 min read
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."...
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bret182
Oct 11, 20245 min read
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
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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
Sep 25, 20245 min read
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...
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bret182
Sep 18, 20245 min read
3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
The allure of Do-It-Yourself estate planning through AI is substantial, especially when you think your situation is simple. But here’s the t
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bret182
Sep 11, 20244 min read
Reflections on Your Legacy
This fall, we invite you to take a meaningful pause and reflect on the legacy you’re building through your life’s work. Your hard work deser
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bret182
Sep 5, 20245 min read
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
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bret182
Aug 21, 20247 min read
Would You Make This Million Dollar Mistake?
Imagine this: You're in your twenties, and you fill out a form at work naming your significant other as the beneficiary of your retirement a
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bret182
Aug 15, 20245 min read
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
In this last installment of our four-part celebrity series, we spotlight Elvis, the King of Rock.
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bret182
Aug 8, 20247 min read
Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
In this third installment of our four-part celebrity series, we discuss a topic that no one wants to consider as it may seem to be a fate
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bret182
Aug 1, 20244 min read
Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
Since we love a good celebrity story, this August, we’re looking at the lives of 4 celebrities and how they’re preparing for the inevitable
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bret182
Jul 24, 20245 min read
Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. So, for...
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