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4 Tips for Successfully Talking About Estate Planning at Your Family Reunion
July is National Family Reunion Month, the perfect time to reconnect with family both near and far away, to share updates, and to reminisce about the wonderful memories you share together. If you happen to be getting together with your loved ones this month, it’s also a good time to talk to them about your…
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10 Life Events That Signal It’s Time to Review Your Estate Plan: Part 2
As I explained in Part 1, estate planning is not a one-and-done task to then check off your to-do list for good. Rather, in order for your estate plan to follow your wishes no matter how your life evolves, it needs to change and adapt with your circumstances. To make sure any big changes in…
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10 Life Events That Signal It’s Time to Review Your Estate Plan: Part 1
You might think that creating a Will or Trust is something you do once and then your family and assets are protected forever. It wouldn’t be surprising if you thought this, as this is the way most lawyers structure their estate planning services. I.e., you create a Will or Trust with your lawyer, he/she drafts…
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Don’t Send Your Kids Back to School Without These Documents
As summer comes to a close and kids head back to school, there is one crucial element that is often overlooked: designating legal guardians for your minor children. Legal guardians are the individuals you entrust with the care of your children if for any reason you are unable to do so yourself. In the middle…
