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Estate Planning

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The Unexpected Challenges of Being an Estate Executor

Being named executor is often seen as an honor, but many don't realize the complex responsibilities and potential family dynamics involved. The role requires more than you may expect, from immediate financial obligations to long-term asset management.

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What You Need to Know About Trusts & Homeowner’s Insurance

Putting your home in a trust is a smart estate-planning move, but it can create unexpected insurance complications if not handled correctly. Learn how to protect one of your most valuable assets by properly aligning your homeowner's insurance with your trust.

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4 Estate Planning Myths That Put Your Loved Ones at Risk

Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths about estate planning that could put your loved ones at risk.

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Five Essential Steps to Protect Your Loved Ones

Make 2025 the year you finally tackle estate planning and protect your loved ones’ future. Learn the five essential steps you can take right now to ensure they are cared for, and your legacy is preserved.

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Utilizing Estate Planning For FAFSA Eligibility

The 2025-26 FAFSA introduces sweeping changes that revolutionize how families apply for college financial aid. While these updates streamline the application process, they also create new considerations for estate planning.

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Our Top 10 Most Common Estate Planning Questions: Part 2

Estate planning can seem overwhelming, but understanding key concepts can make a huge difference in your family's future.

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Our Top 10 Most Common Estate Planning Questions: Part 1

Understanding how accounts are titled and who has access to them isn't just about convenience—it's about ensuring your assets transfer smoothly to your loved ones while protecting them from potential risks. But how should you go about this?

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Estate Planning in Times of Change: Part 2

Families with unique circumstances require special attention in estate planning, particularly in legal uncertainty. Understanding how to protect LGBTQIA+ families and those with children who have special needs is crucial for their long-term security.

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Estate Planning in Times of Change: Part 1

With a new presidential administration onboarding in just a few weeks, significant changes coming to estate tax exemptions, and interest rates in flux, you may wonder how to protect your assets in the face of uncertainty.

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