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bret182
5 hours ago5 min read
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
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bret182
7 days ago5 min read
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
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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
Dec 20, 20245 min read
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
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bret182
Dec 11, 20245 min read
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
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bret182
Dec 1, 20245 min read
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
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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
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 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 29, 20246 min read
Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It’s called “unclaimed property,” money that
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bret182
Jul 11, 20247 min read
3 Strategies For Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally an adult even though they have a lot more growing to do. Just like any other adult, their...
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bret182
Jul 1, 20248 min read
What Probate Is and How To Avoid It — Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...
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bret182
Jun 27, 20246 min read
What Probate Is and How To Avoid It — Part 1
Unless you’ve created a proper estate plan, upon your passing many of your assets must first go through the court process known as...
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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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