Navigating Your Estate After Losing Your Spouse

By |2022-06-30T15:53:09+00:00July 1st, 2022|Blog, Estate Planning, Estate Planning, Tips, Uncategorized|

Administering your spouse’s estate plan after losing him or her is the last thing you want to think about. It may seem unnecessary to need to review and administer an estate plan during such a time of grief. But there may be decisions that need to be made sooner rather than later. In many cases [...]

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What To Do When a Loved One Passes Away

By |2022-06-02T15:59:01+00:00June 17th, 2022|Blog, Estate Planning, Estate Planning, Tips|

Losing a loved one is never easy. No matter the circumstances, going through the process of grieving a loved one is one of the hardest things we go through in life. Grieving a loved one just after losing them is arguably the most difficult part. This isn’t the time when you want to be [...]

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Smart Ways to Handle an Inheritance

By |2022-06-02T15:38:20+00:00June 10th, 2022|Blog, Estate Planning, Estate Planning, Tax Law, Tips|

We’ve all heard stories of lottery winners who have gone bankrupt. While an impending inheritance for you may not be on the same level as winning the lottery jackpot, there are still things you should be aware of when it comes to smart ways to handle an inheritance. Your inheritance may include more than [...]

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Estate Planning Documents for Each Stage of Life

By |2022-06-16T02:33:27+00:00May 27th, 2022|Blog, Estate Planning, Estate Planning, Tips|

Most people think there are certain “qualifications” when it comes to who needs an estate plan, but the truth is that there are estate planning documents needed in each stage of your life. Whether you are 18 or 81, have millions in your retirement accounts or feel crushed by student debt, there are steps that [...]

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