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Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits
Your life savings may exceed FDIC insurance limits, leaving portions of your hard-earned money unprotected if your bank fails. Learn strateg
bret182
2 days ago6 min read
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Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Love in the 21st century takes many forms, and for many couples, "forever" doesn't always include a marriage license. While a deeply...
bret182
Apr 36 min read
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Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ
As summer approaches, you're likely focused on planning the perfect getaway with your children—booking flights, reserving hotels, and...
bret182
Mar 264 min read
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The Unexpected Challenges of Being an Estate Executor
Being named executor is often seen as an honor, but many don't realize the complex responsibilities and potential family dynamics involved.
bret182
Mar 65 min read
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What You Need to Know About Trusts & Homeowner’s Insurance
Putting your home in a trust is a smart estate-planning move, but it can create unexpected insurance complications if not handled correctly.
bret182
Feb 264 min read
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Missing Assets: Why Estate Planning is More Than Just Documents
Did you know there's approximately $60 billion in unclaimed property held by state governments across the US? Learn how proper estate planni
bret182
Feb 184 min read
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4 Estate Planning Myths That Put Your Loved Ones at Risk
Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths a
bret182
Feb 125 min read
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Five Essential Steps to Protect Your Loved Ones
Make 2025 the year you finally tackle estate planning and protect your loved ones’ future. Learn the five essential steps you can take right
bret182
Feb 55 min read
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Utilizing Estate Planning For FAFSA Eligibility
Understanding how financial aid and estate planning intersect can make a significant difference when preparing for college expenses. This...
bret182
Jan 294 min read
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Our Top 10 Most Common Estate Planning Questions: Part 2
Estate planning can seem overwhelming, but understanding key concepts can make a huge difference in your family's future.
bret182
Jan 236 min read
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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...
bret182
Jan 166 min read
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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
bret182
Jan 75 min read
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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
bret182
Jan 25 min read
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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.
bret182
Dec 23, 20246 min read
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How To Create a Lasting Family Legacy This Holiday Season
The holiday season is the perfect time to create a lasting family legacy by capturing the values, stories, and wisdom
bret182
Dec 20, 20245 min read
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How the Holidays Can Inspire Your Family Legacy Planning
While passing down family recipes and gathering around the holiday table are cherished traditions, these moments
bret182
Dec 11, 20245 min read
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The Hidden Truth About Settling a Loved One’s Estate
Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches
bret182
Dec 5, 20245 min read
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Honoring Service: Essential Estate Planning Tips for Veterans and Their Families
Your military service demonstrated a profound commitment to protecting America's future. Now, it's time to protect your family's future thro
bret182
Dec 1, 20245 min read
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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
bret182
Nov 20, 20245 min read
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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.
bret182
Nov 8, 20246 min read
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