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Putting your home in a trust is a smart estate planning move, but it can create unexpected insurance complications if handled incorrectly. Learn how to protect one of your most valuable assets by properly aligning your homeowner’s insurance with your trust. Read more...
Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths about estate planning that could put your loved ones at risk. Read more…
As the year comes to a close, many people are reflecting on the causes and organizations they care about most. Charitable giving is a powerful way to support those causes while also offering potential tax benefits. Whether you're looking to donate cash, property, or create a lasting legacy, strategic planning can maximize the impact of your generosity.
When legendary singer Tony Bennett passed away in July 2023, he left behind a musical legacy spanning over seven decades and, unfortunately, a family dispute now playing out in court. Read more…
Let us help you protect the people and things you love to make sure they stay out of court and out of conflict.
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