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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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bret182
Jul 18, 20245 min read
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...
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bret182
Jun 19, 20245 min read
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....
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bret182
Jun 6, 20245 min read
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...
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bret182
May 30, 20245 min read
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...
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bret182
May 23, 20245 min read
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...
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bret182
May 16, 20244 min read
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...
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bret182
Apr 25, 20245 min read
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
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bret182
Apr 11, 20245 min read
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,...
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bret182
Apr 4, 20244 min read
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...
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bret182
Mar 29, 20244 min read
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...
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bret182
Feb 15, 20244 min read
3 Reasons Why Adding Your Partner to Your Will is an Act of Love
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our...
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bret182
Feb 8, 20244 min read
Important Planning Conversations to Have With Your Parents
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But there are critical reasons for...
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bret182
Feb 1, 20245 min read
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...
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bret182
Jan 11, 20245 min read
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 2
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability...
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