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Estate Planning Strategies for a Family Business

February 21, 2025
Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.
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Estate Planning Is More than a Last Will and Testament

February 19, 2025
Retirees are dropping the ball over crucial legal documents.
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Probate for Real Estate Held in Multiple States: Out-of-State

February 18, 2025
Managing out-of-state property in probate often requires ancillary probate, which can add complexity and cost. However, using the right strategies to avoid ancillary probate can prevent these issues.
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New Year’s Estate Planning Resolutions for 2025

February 17, 2025
Even among those who have estate plans, many hold outdated documents that no longer reflect their current wishes or circumstances.
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Financial Blunders Grandparents Should Avoid with Grandchildren

February 15, 2025
Helping grandchildren financially can be rewarding. However, avoiding common mistakes ensures that your generosity doesn’t harm your finances or family relationships.
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Estate Planning Is Essential for Unconventional Couples

February 14, 2025
For all couples, conventional or not, planning is important. For unconventional couples, it is essential and a basic ingredient of a loving relationship.
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What’s the Difference Between a Living Will and Last Will and

February 12, 2025
Creating a will isn’t a luxury for the wealthy—it’s a protective measure for those we love.
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What are the Social Security Changes for 2025?

February 11, 2025
Social Security adjustments in 2025 will impact benefits, retirement planning and eligibility for millions of Americans. Understanding these changes is crucial for seniors and their families.
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The Executor's Checklist: Key Responsibilities and Timelines

February 10, 2025
Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure a smooth probate process.
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How to Discuss Estate Planning with Aging Parents and Adult

February 9, 2025
Open and honest conversations about estate planning can reduce future stress, prevent conflicts and ensure that everyone’s wishes are respected.
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