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Many people believe that once they’ve created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure your plan will work for your loved ones and not fail when they need it. Read more...
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.
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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