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Adding to Your College Preparations

Jul 16, 2024

Is your newly-minted young adult child heading off for college next month?  If so, do not neglect to get powers of attorney and medical documents in place before they leave.

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Single People, Take Note

Jun 25, 2024

Contrary to popular belief, estate planning is actually more complex and more important for single persons without children. This article gives a good “lay of the land.”

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Looking a Gift Horse….

Jun 18, 2024

There are certain assets you may not want to pass on.

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A Potpourri of Planning Ideas

May 21, 2024

Considering updating your estate planning? This article provides a good overview of some of the options.

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A House of Cards?

Mar 12, 2024

Keeping meaningful homes in the family is a dream of many parents, but how realistic is it that the next generation will share well?

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Add This Business Filing to the List

Mar 5, 2024

Attention small business owners and those who advise them! Are you aware of the new reporting requirements under the Corporate Transparency Act (CTA)? Stay informed and ensure your compliance by checking out the article.

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