What is a beneficiary deed?
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What is a beneficiary deed?
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Financial DOs and DON’Ts (Part 2 of a 2 Part Series)
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The most common DOs and DON’Ts of helping others with their financial matters.
Read MoreFinancial DOs and DON’Ts (Part 1 of a 2 Part Series)
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The most common DOs and DON’Ts of helping others with their financial matters.
Read More10 Tips for a Financially Happy Marriage
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Whether you’re already married or on the path to marriage, you need to be on the same page financially. Here are 10 Tips for a Financially Happy Marriage.
Read MoreBe Intentional About the Future
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Estate plans can pose some tax issues if not thoroughly thought through. Here are some tips on how to be intentional about the future.
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Put Your Wishes on Paper Series - Part 3
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We’re closing out our essential estate planning document series this week by discussing the last two important documents; a healthcare representation and a living will.
Read MorePut Your Wishes on Paper Series - Part 2
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This week, we’re picking up the discussion about the four main estate planning documents every adult should have in place.
Read MorePut Your Wishes on Paper Series - Part 1
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One unfortunate thing many of us have been forced to learn as a result of the coronavirus pandemic is the importance of having an estate plan in place.
Read MoreUnintended Consequences
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When working with clients, sometimes I come across situations where a seemingly insignificant change has a huge impact. The unintended consequences can result in big hassles down the road.
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