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Navigating the complexities of estate planning can be daunting, but we are here to help. Check out our blogs to explore our expert articles and practical advice.
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Navigating the complexities of estate planning can be daunting, but we are here to help. Check out our blogs to explore our expert articles and practical advice.
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you become incapacitated by illness or injury. Learn how trusts can help you do just that. Read more…
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It’s called “unclaimed property,” which is money that’s yours but has been handed over to the government without your knowledge. And it happens more often than you may think. Read more…
To make sure your child is always cared for by the people you love and never taken into the care of strangers, even for a minute, it’s crucial to have a full Child Protection Plan. Read more…
When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of estate began to emerge, a curious puzzle presented itself: why did he seem to have less money than you’d expect? Read more…
Let’s talk about the most meaningful gift you can give or receive that means a lot: every parent deserves the peace of mind and power to create financial security for themselves and their children with thoughtful estate planning.
You owe it to your loved ones to take the time and put in the investment to do your estate planning right and keep it up over time. In fact, it’s the last and greatest gift you can leave them. Having your affairs buttoned up so they don’t have a mess on their hands and are allowed to process their grief in peace is your final act of love.