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When is probate necessary? Image
04.04.2019

When is probate necessary?

Whether or not you have an estate plan in place, you have li...

Seeing an Estate Planner? Three Key Questions to Ask Image
01.18.2019

Seeing an Estate Planner? Three Key Questions to Ask

Hiring an estate planner is an important decision as you are...

5 Steps for Coordinating Plans Across Generations Image
12.18.2018

5 Steps for Coordinating Plans Across Generations

Inter-generational estate planning is important. This type o...

Your 5 Task Year-End Estate Planning To-Do List Image
12.11.2018

Your 5 Task Year-End Estate Planning To-Do List

2019 is fast approaching.  As we all prepare for the holida...

The Spooky Truth: Is a Payable on Death Account Right for You and Your Family? Image
10.30.2018

The Spooky Truth: Is a Payable on Death Account Right for You and Your Family?

On this Halloween's Eve we are pondering death...payable on ...

Your Fall “Legal Affairs” Checklist Image
10.23.2018

Your Fall “Legal Affairs” Checklist

With the fall season here to signal that the end of 2018 is...