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July 8, 2022

You surely have at least one bank account, so what would happen to it

May 25, 2022

Let’s talk about stepchildren, step grandchildren and stepparents. Please start by watching this video.

May 6, 2022

A comprehensive estate plan should address all of your assets. For most people, an

April 1, 2022

I have a story I’ve been meaning to share, in fact, I wish I

March 25, 2022

Like any other complex subject, estate planning has its share of myths and misconceptions.

February 23, 2022

For most people, the phrase “Power of Attorney” means very little. Even for those

February 16, 2022

Let’s say you are nominated in someone’s Last Will and Testament as the Executor,

February 2, 2022

Valentine’s Day is in the air and we have a challenge for you – Tell your family you

January 17, 2022

When you pass away, your family may need to visit a probate court in

January 4, 2022

The thought of speaking with your parents about their finances and estate planning probably

January 4, 2022

Expect the best, but plan for the worst! Due to a car accident, an unexpected medical

January 4, 2022

Is a POD account an appropriate solution for your needs? Let’s examine what POD

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