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Understanding Common Estate Planning Myths

Understanding Common Estate Planning Myths

Estate planning is one of those topics that many people know they should think about, yet misconceptions often get in the way. These myths can create confusion about what estate planning actually acco

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Revamping Estate Plans After Divorce: Key Steps

Revamping Estate Plans After Divorce: Key Steps

Divorce brings with it a whirlwind of emotions and legalities. In the midst of these changes, revisiting your estate plan is essential. This task ensures that your financial future is secure and that

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Why January Sees a Surge in Divorce Filings

Why January Sees a Surge in Divorce Filings

January has earned a reputation over the years as a month when divorce filings tend to rise. Attorneys and courthouse staff often notice an uptick in activity shortly after the holidays wrap up. While

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Estate Planning Under the One Big Beautiful Bill Act

Estate Planning Under the One Big Beautiful Bill Act

When major legislation passes, it is completely normal for people to feel unsure about what it means for their long-term plans. The One Big Beautiful Bill Act (OBBBA), signed into law in July, introdu

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Understanding the Purpose of an Ethical Will

Understanding the Purpose of an Ethical Will

Many people are familiar with the role of a traditional last will and testament, but fewer know about the meaningful practice of creating an ethical will. Unlike legal documents, an ethical will is a

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Common Estate Planning Mistakes to Avoid

Common Estate Planning Mistakes to Avoid

Estate planning is an essential step in ensuring your loved ones are cared for and your final wishes are honored. Despite best intentions, mistakes in estate planning can lead to unnecessary stress an

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Essential Steps for a Strong Estate Planning Checklist

Essential Steps for a Strong Estate Planning Checklist

Proactive estate planning brings clarity, protection, and peace of mind for both you and your loved ones. Taking time to organize your wishes now ensures your affairs are handled the way you intend, s

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Estate Planning Conversations Around the Holiday Table

Estate Planning Conversations Around the Holiday Table

Nearly 55% of U.S. adults don’t have a will or estate plan in place, and when no clear plan exists, probate can consume 3–7% of an estate and stretch on for months or years. Even more striking, 58% of

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Estate Planning: Key Updates for 2025 You Should Know

Estate Planning: Key Updates for 2025 You Should Know

Keeping Up With Estate Planning in 2025Staying informed about estate planning updates is crucial, especially as we approach 2025. Changes in laws and tax codes can impact your financial legacy. By und

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