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When Should You Update Your Estate Plan?

July 8, 2025
An estate plan is a living instrument that evolves just as your life and the governing laws do.
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How Does Asset Protection Planning Work?

July 7, 2025
Asset protection isn’t just for the wealthy—it’s a practical way to preserve your savings, safeguard your home and shield your family from financial risk.
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Lifetime Cost of Long-Term Care Rising Significantly

July 6, 2025
As life expectancy increases and care needs grow, the cost of long-term care is becoming one of the most pressing financial challenges for older adults and their families.
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Fair vs. Equal: How to Leave an Inheritance that Reflects Family’s

July 5, 2025
A truly fair inheritance isn’t always about giving each child the same amount—it’s about making thoughtful decisions that reflect each heir’s situation, role and relationship.
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Do You Need a Will, a Living Trust, or Both in Your Estate Plan?

July 3, 2025
When it comes to estate planning, two of the most common tools are living trusts and wills.
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Updating Estate Planning After a Dementia Diagnosis

June 29, 2025
Planning early after a dementia diagnosis ensures that your medical and personal wishes are documented, which can ease future stress and maintain control over decisions as the disease progresses.
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What Is the Best Way to Pass Property to Heirs?

June 28, 2025
Estate planning may not be at the top of anyone’s list of fun family activities. However, it can be an opportune time to discuss what’s best for the shared family home.
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What Is a Succession Plan for a Family-Owned Business?

June 27, 2025
Planning for perpetuation long before it’s necessary is both desirable and recommended.
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What's the Difference Between Estate and Trust Administration?

June 26, 2025
Though often confused, estate administration and trust administration involve distinct processes for managing and distributing assets after death, with different rules, responsibilities and timelines.
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What Happens If You Die Without a Will?

June 25, 2025
The most effective means to avoid intestacy is to execute a will or revocable trust.
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