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Newsletter: December 2024

Spread Holiday Cheer by Sharing Your Peace of Mind For the folks who have completed your estate plan, celebrate the peace of mind you’ve created by establishing your estate plan! You’ve given your loved ones a priceless gift—the reassurance that…

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Everything You Need to Know about Remarriage

Everything You Need to Know about Remarriage

You probably already know that most marriages in the U.S., around 50%, end in divorce. According to data from 2013, 64% of previously married men had remarried that same year, compared to 52% of divorced or widowed women. However, the…

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What is Planned Giving?

What is Planned Giving?

Toward the end of the year and beginning of the New Year, you may think about your legal, financial, and tax planning. You may also consider giving to one or more charitable organizations. Combine these together and you have the…

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My Neighbor Says I Need an Annuity. Do I?

My Neighbor Says I Need an Annuity. Do I?

You’re not taking financial and legal counsel from your neighbor, are you? Perhaps he or she told you that you need to get an annuity. Do you even know what this is? If not, you could make one of the…

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My Neighbor Says Add My Child to my Asset

My Neighbor Says Add My Child to my Asset

We all have them…A well-meaning neighbor. Yours may have an interest in law. And thanks to popular “legal” television shows, he or she may attempt to give you advice based on fictional or so-called “real” cases. For example, if your…

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Trustee selection for your trust

Choosing the right trustee is a key element to success.  There are 13 distinct duties that a trustee must follow.  When choosing a trustee you should ask yourself if the person or institution you are considering to name as your…

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