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How and When to Talk to Your Children About Money
Whether you consider yourself wealthy or not, you need to think about how (and when) you’ll talk with your children about money, whether...
May 4, 20184 min read


The Key Differences Between Wills and Trusts
When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing...
Apr 20, 20184 min read


Choosing the Right Life Insurance Policy
While purchasing life insurance may seem pretty straightforward, it’s actually quite complex, especially with so many different types...
Apr 6, 20184 min read


Estate Planning Tips for Ensuring Your Pets Are Properly Cared For
It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society...
Mar 22, 20183 min read


Same-Gender Couples Still Face Legal Challenges Over Parental Rights
In 2015, when the Supreme Court ruled that same-gender couples had the right to marry, the LGBTQ community celebrated a huge victory....
Mar 9, 20184 min read


How Will the New Tax Law Affect Your Family?
President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic...
Feb 21, 20183 min read


What to Expect From (and How to Prepare For) an Initial Estate Planning Meeting With Your PFL®
Whether you’ve met with an estate planning attorney before or it’s your first time, it’s important to understand how working with a...
Feb 9, 20184 min read


The Mistake I Made with My Grieving Friend
A good friend of mine lost her dad some years back. I found her sitting alone on a bench outside our workplace, not moving, just staring...
Jan 26, 20184 min read


Estate Planning Essentials for Parents
A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including...
Jan 12, 20183 min read


Welcome!
Welcome to our new blog! Here we will be sharing tips and strategies on how to better protect your wealth, loved ones, and legacy...
Nov 8, 20171 min read
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