Blogs
Don’t Miss the $19,000 Gift Opportunity This December
As we head into the holiday season, most of us are focused on gatherings, gift shopping, and closing out the year. But there’s one gift that often gets overlooked — one that doesn’t come wrapped in a
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Dispelling Common Myths About Estate Planning
Estate planning is often fraught with misconceptions, especially regarding the roles of trusts, the purpose of estate planning, and the process of disinheritance. Let's separate fact from fiction. M
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Understanding a Guardian's Fiduciary Duties
Becoming a guardian for a loved one facing health challenges or diminished capacity can be a daunting responsibility. It's vital to understand a key aspect of this role: fiduciary duty. By grasping th
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Give Thanks by Planning Your Estate
Thanksgiving is a time to reflect on gratitude, family, and the joy of giving back. While sharing a meal or a heartfelt gift is joyful, planning your estate is one of the most profound ways to express
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Big Life Changes in 2025? Take These Steps Before Year-End
As the year 2025 draws to a close, many of us find ourselves reflecting on the significant life changes we have experienced. These transitions, whether they bring immense joy or come with challenges,
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What If the Wrong Trustee or Executor is Appointed?
When it comes to crafting an estate plan, the details matter more than many realize. One pivotal decision is selecting the right trustee or executor. This choice, while it may seem straightforward, ca
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October: Time to Revisit Your Estate Plan
Did you know that October is National Estate Planning Month? It's a timely reminder to revisit and refresh your estate plan, even if you believe it's already comprehensive. Creating an estate plan yea
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Understanding a Guardian's Fiduciary Duties
Embracing the Role with ConfidenceBeing named as a guardian for a loved one facing serious health challenges or diminished capacity can be overwhelming. The intention of this blog is to provide clarit
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Estate Planning: A Guide for the Sandwich Generation
Understanding the Needs of Every GenerationThe sandwich generation finds itself in a unique position, balancing the care of their young children and aging parents. This dual responsibility can be both
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Understanding Ethical Wills: More Than Just a Document
Discovering the Heart of an Ethical Will Many people understand the importance of a traditional last will and testament, but the concept of an ethical will is often less familiar. Unlike its legal cou
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Understanding the One Big Beautiful Bill Act's Estate Planning Impacts
Navigating the Changes in Estate Planning Legislative changes can be daunting, especially when they impact personal areas like estate planning. The One Big Beautiful Bill Act (OBBBA), enacted in J
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Types of Guardianship Explained: Person vs. Estate
Understanding Guardianship: A Protective Legal Tool Navigating the complexities of caregiving for a loved one can be overwhelming, particularly when deciding on the type of guardianship needed. Guardi
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National Make-A-Will Month: Why You Should Care
August: A Gentle Reminder August is National Make-A-Will Month — a valuable opportunity to bring attention to an often-overlooked yet crucial topic. Many younger adults and those with modest means
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Understanding Attorney-Client Privilege
Why Attorney-Client Privilege Matters When you reach out to a lawyer, one of your primary concerns might be confidentiality. The concept of attorney-client privilege is central to ensuring that your c
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Living Will Check-In: Protect Your Healthcare Choices
Thinking about future medical decisions is rarely anyone's idea of a fun day, but planning ahead is one of the best gifts you can give yourself and your loved ones. A living will is more than just a d
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Understanding Escrow: A Guide to Demystify Its Purpose
Escrow is one of the more misunderstood components in real estate transactions. Many clients feel overwhelmed by its complexity, but our goal is to provide clarity and reassurance. This blog will illu
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How Life Changes Influence Your Estate Planning
Life is full of big changes—some exciting, some unexpected—but they all have the potential to impact your estate plan. Major life events such as marriage, divorce, and financial shifts can alter your
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How to Select the Right Guardian for Your Children
Understanding the Importance of Choosing a GuardianSelecting a guardian for your children is a profound decision that encapsulates your values, long-term vision, and care for your family's future. Thi
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Navigating Homeownership: Legal Tips for June
Becoming a homeowner is one of life's significant milestones, bringing a mix of excitement and responsibilities. As June marks National Homeownership Month, it’s the perfect time for new homeowners to
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Key Legal Essentials for Parents as Teens Turn 18
The Transition to Adulthood: A Legal ChallengeTurning 18 is an exhilarating milestone for many young adults. With it comes newfound freedom and responsibilities that signal the transition from childho
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Navigating the 2025 Market: Essential Legal Tips for Homebuyers
The 2025 homebuying season presents a unique set of challenges and opportunities. While home values are expected to increase modestly by 2.6% and mortgage rates are projected to stabilize, an 11.7% ri
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Common Scams to Watch Out for on National Senior Fraud Awareness Day
As National Senior Fraud Awareness Day approaches on May 15, it’s crucial for those with elderly loved ones or anyone concerned about fraud affecting older adults to remain vigilant. Although scammers
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Understanding the Importance of Attorney-Client Privilege
Why Attorney-Client Privilege MattersWhen you speak with an attorney, one of the foremost concerns you might have is confidentiality. You want assurance that your discussions remain private, and that'
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Essential Living Will Check-In: Maintain Control & Clarity
Understanding the Importance of a Living Will Considering medical decisions can be daunting, yet planning for future healthcare needs can bring a sense of security and peace of mind. A living will is
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