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Archive for Category: Estate Planning

Digital Estate Planning: Why Passwords Aren’t Enough

Key Takeaways Introduction She found the notebook in the top drawer of her mother’s desk. Six pages. Every account. Every password. Username, password, recovery question.

What You Should Know about Life Insurance in Estate Planning

Key Takeaways Introduction An estate plan may look perfect on paper—until your heirs need cash quickly. Life insurance can be a powerful tool for addressing

When Your Spouse Won’t Get on Board with Estate Planning: What to Do Now

Key Takeaways Introduction You’ve brought it up before. Maybe it came up after watching a friend go through something hard, a probate process that dragged

Planning a Barbecue Is Like Planning Your Estate

For many, the Fourth of July signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with friends and family. Although a cookout

Who Would Raise Your Kids If You Couldn’t? (What You Don’t Know About the First 72 Hours)

I work with parents on this exact question all the time, and especially this time of year, sitting right between Mother’s Day and Father’s Day,

Father Knows Best: Avoiding Common Estate Planning Pitfalls

If you’re a father, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most

The Question Every Father Thinks He’s Answered (But Hasn’t)

There are two kinds of fathers. The first kind coaches the games, makes it to the school plays, stays up late helping with the projects,

Here’s What Can Happen to Blended Families When a Spouse Dies

If you are in a blended family, you may believe the simplest estate plan is the fairest one: “I’ll leave everything to my spouse. They’ll

The Family Meeting: Not Just for Billionaires

For some people, the term family meeting may not bring to mind a pleasant gathering where everyone shares fond memories and warm feelings. When someone

Why Quick and Simple Estate Plan Reviews Don’t Exist

When someone calls an estate planning attorney asking for a “quick look” at their documents, the request usually sounds straightforward. Maybe the documents were created

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