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Protect Your Children With A Lifetime Asset Protection Trust

These unique trusts safeguard your kids’ inheritance from being lost to common life events, such as divorce, serious illness, lawsuits, or even bankruptcy.

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7 Last-Minute Moves To Save On Your Taxes

While there are dozens of potential tax breaks you may qualify for, here are 7 of the leading moves you can make to save big on your 2021 tax return.

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Probate: What It Is & How To Avoid It—Part 2

I’ll discuss the major drawbacks of probate for your family, and outline the different ways you can help them avoid probate with wise planning.

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Probate: What It Is & How To Avoid It—Part 1

Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of this, avoiding probate—and keeping your family out of court—is a central goal of most estate plans.

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Protect Your Family From Natural Disasters

There are various types of insurance available to protect you against natural disasters.

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What To Expect From Your Initial Meeting With Me

I’ve discovered that estate planning is about far more than planning for your death and passing on your “estate” and assets to your loved ones.

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Divorce: 5 Changes To Make to Your Estate Plan

Neglecting to update your estate plan for divorce can have potentially tragic consequences

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Four Reasons Why Estate Planning Is So Essential For Business Owners

As a business owner, have you considered what would happen to your business if you became incapacitated or die?

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What You Need To Know about Purchasing Life Insurance For Your Family

Investing in life insurance is a way to say "I love you" and make certain that when you pass away, your loved ones will have a reliable source of financial support.

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Don’t Leave Your Children With The Babysitter Until You Read This

If something happens to you suddenly, do you have plans in place to take care of the kids?

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