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How to Prevent Family Disputes Over Sentimental Items February 16, 2026

Personal items accumulated over our lifetimes may be left in estate planning limbo when we pass away. You may have kept many personal effects and everyday items more for sentimental reasons than for ...

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Essential Estate Planning Before a Medical Procedure February 9, 2026

Receiving news that you need major surgery is never easy. Preparing for work absences, planning for childcare and household responsibilities, and understanding the procedure itself and your recovery ...

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How to Discuss Estate Plans with Your Aging Parents February 2, 2026

Beyond the practical purpose of transferring assets and reducing taxes, an estate plan reflects love, responsibility, and values. That emotional heaviness may be part of why many families avoid the ...

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Why Retirement Is the Right Time to Revisit Your Estate Plan January 26, 2026

Retirement can mean many different things to different people. For some, it opens up a new world of travel, experiences, and creative pursuits. For others, it may herald quiet days at home with a good ...

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Why You Should Update Your Estate Plan After Receiving an Inheritance January 19, 2026

Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage ...

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