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Estate Planning for Beneficiaries with Substance Abuse Issues July 22, 2024

It has been said that the only thing harder than being an addict is loving one. It can be particularly difficult for a parent to bring a child into the world, full of hopes and dreams about their ...

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Signs Your Estate Plan Needs to Be Updated July 15, 2024

Fewer people are creating estate plans today than in years past. Research shows that, in 2024, less than one-third of Americans report having a will. Every adult—whether they are 19 or 99—should have ...

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Moving Away From Home? Don't Forget Your Estate Plan July 8, 2024

Moving away from home is a major milestone in adulthood. For the first time, you might have to secure housing, buy insurance, sign up for utilities, and manage your finances. All of this can feel ...

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Essential Estate Planning Tips For Millennials July 1, 2024

As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We understand that your concerns may differ from someone of a different ...

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Navigating the Fiscal Year 2025 Greenbook: Key Trust and Estate Tax Proposals June 24, 2024

The U.S. Department of the Treasury has released its General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals. Commonly referred to as the Greenbook, this document lays out tax ...

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When and How to Make Updates to Your Estate Plan as Life Changes June 17, 2024

Having an estate plan is a great way to ensure you and your loved ones are protected today and in the future. When creating an estate plan, we look at what is going on in your life at that time. But ...

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