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Estate Planning Isn’t Just About Money

Regardless of how much you have in the bank, you and your family can benefit from planning ahead for the future. If you fail to do so, you could leave your family scrambling if you’re suddenly incapacitated.

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If I Don’t Have an Estate, Do I Really Need an Estate Plan?

Although the term may conjure images of expansive country properties, expensive cars, or other symbols of high wealth, for the purposes of estate planning law, the term “estate” covers a whole lot more.

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Summer Vacation Plans? Preparations to Consider

Before you leave for your summer trip, make sure your estate planning documents are in place and up to date. 

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Top Four Estate Planning Questions to Answer When Using Assisted Reproductive Technology

Welcoming a child via ART? Plan for your unique family with tailored estate planning guidance. Get answers to common planning questions.

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Why Can’t We Have a Joint Trust If We Are Not Married?

If you are in a long-term relationship with your partner but are not married, you may want to take advantage of these benefits.

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Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety

1 in 5 US adults experience mental illness yearly. Anxiety affects 1/3 of adults. It can be normal or chronic. While we can't control everything, let's prioritize mental health and make positive changes by planning for our future:.

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Are You Single with a Minor Child? If So, You Need a Plan

By creating an estate plan, you can address your minor child’s care and custody and provide instructions about how your money and property should be used for their care should something happen to you. 

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Planning a Barbecue Is Like Planning Your Estate

While informal, cookouts require planning for success. Similarly, estate planning needs preparation to avoid a poorly designed plan from leaving you and loved ones in a bind!

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How to Protect Your Significant Other from Frozen Accounts

Without proper planning, your significant other could struggle to gain access to your accounts. The frustration is especially distressing if the frozen account was the primary source for paying joint or household expenses. 

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Powerful Provisions in Your Financial Power of Attorney

Depending on the provisions you choose to include, your agent may have the power to buy and sell property, the power to invest, and powers regarding your retirement benefits.

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