Estate PlanninG
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Blog Posts in 2024

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  • Estate Planning for Beneficiaries with Substance Abuse Issues
    Estate Planning for Beneficiaries with Substance Abuse Issues

    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
    Signs Your Estate Plan Needs to Be Updated

    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
    Moving Away From Home? Don't Forget Your Estate Plan

    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
    Essential Estate Planning Tips For Millennials

    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
    Navigating the Fiscal Year 2025 Greenbook: Key Trust and Estate Tax Proposals

    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
    When and How to Make Updates to Your Estate Plan as Life Changes

    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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