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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.
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Sep
The decision to place a parent in a nursing home or assisted living facility is rarely simple. It can feel even more fraught in hindsight when something goes wrong. Careful research and frequent check-ins can help keep a parent safe and secure in their new residence, as can prepa...
View MoreCategory: Legal Advice
03
Sep
Legal documents can feel abstract when nobody immediately needs them or you have never used them, in much the same way that the risk of a wildfire, hurricane, or other emergency can feel remote until you experience one firsthand. Suddenly, the stakes are real, a plan is put to th...
View MoreCategory: Legal Advice
03
Sep
National Preparedness Month is observed every September to encourage individuals, families, and communities to plan for disasters and emergencies. Sponsored by the Federal Emergency Management Agency (FEMA)1, this annual campaign emphasizes actionable steps such as understanding ...
View More25
Aug
Estate planning has a reputation for being complicated, and honestly, some of that reputation is deserved. There are documents to sign, important decisions to make about the people you love, and plenty of "what if" questions that aren't always easy to think about. It's no wonder ...
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Aug
Most people purchase a permanent life insurance policy, whether whole life, universal life, or a variation of either, with the expectation that it will quietly provide coverage for the rest of their lives. Premiums are paid, coverage remains in place, and eventually, the policy p...
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Aug
If cash is king and credit is queen, digital rewards points may be the wildcard in your household finances. Cash provides immediate purchasing power, while credit offers leveraged liquidity. Rewards points, meanwhile, function as a flexible form of currency that can offset everyd...
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Aug
When a parent experiences a health crisis, families often discover that the plans they thought they had in place do not hold up under pressure. Grief, exhaustion, and complicated family dynamics can cloud verbal understandings, while good intentions alone do not create lega...
View MoreCategory: Estate Planning
11
Aug
An irony of modern estate planning is that the more secure we make our digital lives, the more vulnerable we are to a planning lockdown when a crisis hits. This digital paradox is not unique to estate planning. We have all experienced technology that is supposed to make life easi...
View MoreCategory: Estate Planning
11
Aug
If you travel internationally, you may move fluidly among languages, cultures, and customs. However, you may not realize that your estate plan will not automatically follow you across foreign borders. Plans written around US laws may not be recognized or function as intended in o...
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11
Aug
Travel takes us out of our comfort zone, exposes us to new stimuli, and can rekindle a sense of awe as we leave the familiar behind and embrace the unknown. It also challenges us to think and act differently. But by stripping away our daily routines, travel can expose gaps ...
View MoreCategory: Estate Planning
14
Jul
Good news in the form of a sudden windfall can put your family in a new financial position that may materially alter your legacy and estate plan. And while it may seem like a pure positive, it can also attract the attention of the Internal Revenue Service and prompt a reeva...
View More14
Jul
You never stop being a parent. Even when your child reaches adulthood, they are always in your thoughts—and, in many cases, your estate plan. There may be times when your adult children need you just as much—or more—than they did while growing up. If they are suddenly facing a di...
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 Consultation