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How You can Protect Loved Ones with Dementia

March 29, 2026
People with dementia are at higher risk for fraud due to cognitive decline affecting their decision-making abilities and financial judgment.
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Can Grandparents Leave Assets to a Special Needs Family

March 27, 2026
Many grandparents of children with disabilities can take the same tax-cutting steps we did to help protect their grandchild’s long-term financial security and independence.
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Has Your Trust Become Obsolete?

March 26, 2026
If you are planning on spring cleaning soon, put trust reviews on your to-do list.
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Was Your Estate Plan Created During COVID Pandemic?

March 24, 2026
For many, the last six years have reshaped the way we think about our health and how our affairs will be managed if we become incapacitated or die prematurely.
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Financial Decisions That Can Build a Generation-Spanning Legacy

March 23, 2026
The choices you make today shape not only your family’s future, but the values and opportunities that pass from one generation to the next.
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Understand the Changing Conflict of Trust Law Rules

March 19, 2026
Trust law is undergoing one of its most significant legal shifts in more than fifty years, reshaping how trusts are governed across state lines and how planners draft them.
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Why You Need to Update Beneficiaries in Your Estate Planning

March 18, 2026
Outdated beneficiary designations can quietly override even the most carefully written estate plan.
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What are the Levels for Federal Estate, Gift and Generation

March 17, 2026
Many families must address meaningful transfer-tax exposure, particularly as asset values appreciate and, in some states, death taxes apply at lower thresholds.
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How to Avoid Gifting Without Guardrails in Estate Plans

March 16, 2026
Most of us do not intend to leave our families a financial mess when we are gone.
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Be Prepared for Higher Medicare Costs in 2026

March 15, 2026
In 2026, Medicare enrollees will face higher premiums and deductibles, making it more important than ever to plan for healthcare expenses in retirement.
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Charleston, WV 25302

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