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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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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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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
bret182
Sep 18, 20245 min read
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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
bret182
Sep 11, 20244 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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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
bret182
Aug 21, 20247 min read
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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.
bret182
Aug 15, 20245 min read
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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
bret182
Aug 8, 20247 min read
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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
bret182
Aug 1, 20244 min read
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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...
bret182
Jul 24, 20245 min read
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The Surprising Connection Between Men’s Health and Estate Planning
As you may know, June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men...
bret182
Jul 18, 20245 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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Crafting Your Lasting Legacy With Estate Planning
Legacy and estate planning are often misunderstood and perceived as “only for the wealthy” and/or “philanthropic”. But that couldn’t be...
bret182
Jun 6, 20245 min read
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10 Steps to Take Now to Secure a Comfortable Retirement - Part 2
Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps...
bret182
May 30, 20245 min read
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10 Steps to Take Now to Secure a Comfortable Retirement - Part 1
Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and...
bret182
May 23, 20245 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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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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How To Protect Your Legacy In a Blended Family
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the...
bret182
Apr 4, 20244 min read
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Understanding the Intersection of Love and Law
Love is wonderful—joyful moments, shared dreams for the future, and yes, some legal considerations too. For married couples, the law has...
bret182
Mar 29, 20244 min read
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