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Transition to Adulthood: What Happens Legally When My Child Turns 18?

Soon after the challenges of puberty and the excitement of high school, an even larger...
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Year-End Tax Planning Starts Now: 8 Things To Do Now To Lower Your 2023 Taxes – Part 2

Last week we looked at four different ways to lower your tax liability for 2023,...
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Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

It might seem a bit early to think about your 2023 taxes, but as the...
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From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

Getting married and starting a new chapter in your life is an exciting time. It’s...
Two gold wedding rings sitting on top of a paper.

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

Wedding season is winding down, and if you are a newlywed or are planning to...
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Can You Rely on Legal Insurance for Your Estate Plan?

As the need for affordable legal services becomes even more important in today’s world, it's...
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10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

Maybe you thought that creating a Will or Trust is something you can do once...
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The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2

A couple weeks ago we started the discussion of why it’s so important for LGBTQ+...
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The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1

June is a time of celebration and reflection for the LGBTQ+ community as Pride Month...
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Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the...