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Monday, August 13, 2018

Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 2)

This week marks the first week of school for many families.  While the kids are at school, we continue to discuss financial planning  in Part 2 of our Back-to-School Checklist.  Keep your preparation-game strong by using these planning tools!


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Monday, August 6, 2018

Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 1)

Back-to-school season is all about fresh starts!  Inspired by the importance of preparation in starting a new school year, we have provided a two-part checklist that will help you and your family prepare for the future! Read more for Part 1!


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Monday, May 21, 2018

Celebrity Estate Planning Mistakes

For this week, we are diving into the realm of entertainment, sharing some celebrity estate planning horror stories!


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Thursday, March 29, 2018

Estate Planning Questions Everyone Should Ask Themselves

Some common questions to consider, whether you're new to estate planning or have a comprehensive plan in place...


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Friday, January 26, 2018

Getting Organized in 2018: A Guide to Set Yourself Up for Success!

Happy 2018!  Keep celebrating and carry on!  Along with your new year's resolutions, we are going to discuss some savvy organizational tools to help carry you throughout the year!


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Friday, December 1, 2017

Legacy Planning: Why Planning for your Legacy will Benefit Your Estate.

Legacy Planning is an integral part of planning for your estate, we are going to give some insight as to how your legacy can be conceptualized while planning for your estate!

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Monday, November 20, 2017

Things to be Thankful For: Giving Generously in Your Estate Plan

For our Thanksgiving edition, we talk about being generous in your estate plan. If you are thinking of options to give generously while providing for loved ones, this is for you! 

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Wednesday, June 28, 2017

Estate Planning for your Pets!

What happens to your pets if you pass away?!  You can make sure they're taken care of with proper planning!


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