What Your Last Will & Testament Will (And Will Not) Do—Part 1

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In

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3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education – Part 2

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an

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3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 1

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an

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4 Essential Strategies For Protecting Your Family’s Assets

You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be

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5 Common Estate Planning Concerns For Your Second (Or More) Marriage

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people

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What You Need to Know About Collecting Life Insurance Proceeds

If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death,

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Estate Planning FAQs For LGBTQ+ Couples

As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the Supreme Court overturning Roe

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3 Reasons Why Single Folks With No Children Need An Estate Plan

These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of jobs, crushing student debt, multiple recessions, and

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