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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
Schedule Your Free Consulation06
Feb
Progressive Insurance recently rolled out a series of commercials featuring “backup” quarterbacks stepping in to handle everyday challenges, such as ordering food, giving advice, and even parking a trailer. After the “backup” salvages the situation, each c...
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Feb
An 80-year-old widower relied on his adult daughter for help with his daily life and finances for more than a decade. During that time, she managed his finances under a valid financial power of attorney, handling savings, pension income, and proceeds from the sale of his home. Wh...
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Feb
Experts warn of a growing national crisis unrelated to politics, the economy, or the usual headline grabbers. It is a caregiving crisis, and it now touches nearly one-fourth of American adults. That means that either you are already feeling the strain of caregiving, or there may ...
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Jan
Retirement means different things to different people. For some, it marks the beginning of travel, creative pursuits, and long-delayed adventures. For others, it offers the freedom to slow down and enjoy quiet routines without the pressure of a daily work schedule. Most retirees ...
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23
Jan
When a parent makes the difficult decision to disinherit one of their children, the emotional weight of that choice rarely falls on only one person. While the sibling who is cut out may feel shock, grief, or betrayal, the siblings who remain included in the estate plan are often ...
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23
Jan
Receiving an inheritance can be both meaningful and life-changing. While it often represents a loved one's legacy, it can also introduce new financial, legal, and planning challenges if it is not managed thoughtfully. Without a clear strategy, inherited assets may be vulner...
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23
Jan
You have decided to meet with an estate planning attorney to get your affairs in order and protect the people you care about most. Once your appointment is scheduled, the next step is preparation. Taking time to organize your information and think through your goals will help ens...
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16
Jan
Well, that doesn't seem right. It usually starts with something small. A strange email from a bank you do not recognize. A new credit card account you do not remember opening. A password reset link you never requested. A notice from the Internal Revenue Service (IRS) that s...
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Jan
In 2013, British IT worker James Howells accidentally threw away a hard drive while cleaning his house. Only later did he realize that it held the private key to 8,000 Bitcoin that are now worth hundreds of millions of dollars. 1 For more than a decade, he has tried unsuccessfully...
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Jan
Today, so much of what once existed in material form now lives entirely online. Our photos, finances, business operations, and even our identities are stored on devices and platforms and in cloud accounts. Without proper planning, these valuable digital assets can easily be lost ...
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Dec
Every year around the holidays, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder as they wait to sit on Santa's lap and answer ...
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Dec
During the holidays, we usually receive at least one gift that, let's face it, falls a bit flat. When we were young, it might have been an itchy sweater from Grandma or a toy from Mom and Dad that we had outgrown. As adults, maybe someone got your clothing size wrong or mis...
View MoreWhether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
Schedule Your Free Consulation