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Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
Picture this: you've just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, your...
bret182
May 286 min read
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0 comments


A Legacy of Honor: Estate Planning as a Lasting Tribute on Memorial Day
This Memorial Day, consider a gift that truly lasts forever. Estate planning isn't just about legal documents—it's one of the most profound expressions of love, allowing you to extend your care, wisdom, and protection long after you're gone.
bret182
May 215 min read
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The Death Tax May Die—Now What?
The Death Tax Repeal Act of 2025 could significantly alter how wealth is transferred between generations, potentially eliminating the estate tax entirely. Learn what this proposed legislation might mean for you.
bret182
May 146 min read
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Don’t Make This $700 Million Mistake: Include an Asset Inventory in Your Estate Plan
A computer engineer from Wales accidentally threw away a hard drive containing 8,000 Bitcoin (BTC), now worth approximately $700 million. His decade-long struggle to recover his fortune offers vital lessons for proper estate planning in our increasingly digital world.
bret182
Apr 295 min read
5 views
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Gene Hackman's Estate: A Wake-Up Call
Gene Hackman's $80 million fortune is in legal limbo after his wife died just days before he did, highlighting the estate planning crisis that countless families face, including possibly yours.
bret182
Apr 236 min read
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Why Reviewing Your Trust Regularly Isn't Optional—It's Essential
You've taken the important step of creating an estate plan, including a trust—congratulations! This shows you care deeply about keeping...
bret182
Apr 165 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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A Step-by-Step Guide To Funding Your Trust
Trust funding is essential in estate planning, as it ensures your assets are managed and distributed according to your wishes. The process i
bret182
Mar 175 min read
7 views
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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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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
2 views
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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
3 views
0 comments


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
6 views
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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
4 views
0 comments


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
2 views
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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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0 comments


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
13 views
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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
10 views
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