Spring Cleaning Your Estate Plan

By |2025-02-28T10:27:22-06:00February 28th, 2025|Blog, Estate Planning, Estate Planning|

As the flowers bloom and the days grow longer, many of us take this time to refresh our homes, clear out clutter, and start anew. But spring cleaning shouldn’t just apply to your home—it’s also the perfect opportunity to review and update your estate plan. Just like maintaining your property, ensuring that your estate [...]

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How to Help Your Adult Children Buy a Home

By |2023-06-01T10:57:49-05:00June 2nd, 2023|Blog, Estate Planning, Estate Planning, Tax Law|

Learn the right ways to help your adult children buy a home so you minimize any implications on your own financial goals and estate planning. As parents, we want the best for our children, and one significant milestone in their lives is purchasing their first home. However, rising property prices and challenging financial circumstances [...]

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