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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 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 25, 20244 min read
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...
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bret182
Jan 19, 20243 min read
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–...
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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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bret182
Jan 3, 20244 min read
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...
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bret182
Dec 19, 20235 min read
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....
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bret182
Dec 11, 20235 min read
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...
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bret182
Dec 5, 20235 min read
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...
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bret182
Dec 1, 20234 min read
What You Need To Know About The Corporate Transparency Act Reporting Deadline
Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that...
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bret182
Nov 27, 20234 min read
3 Things You Need To Know About Retirement Distributions
If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the...
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bret182
Nov 17, 20234 min read
3 Tips For Discussing Finances With Your Family Over The Holidays
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...
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bret182
Nov 14, 20234 min read
Transition to Adulthood: The Legal Impact of Your Child Turning 18
Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your...
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