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Important Legacy Questions You Should Answer in Your Estate Plan

Important Legacy Questions You Should Answer in Your Estate Plan

Mar 18, 2025 | Insights

When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about your family members, the accounts and property you own, and whom...
Estate Planning That Expresses Who You Are 5 Things to Talk About with Your Family

Estate Planning That Expresses Who You Are 5 Things to Talk About with Your Family

Mar 11, 2025 | Insights

You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring that you successfully pass all of this along may call for a family meeting to discuss your finances, your legacy, and your core principles....
What to Do When a Disability Throws Your Estate Plan into Chaos

What to Do When a Disability Throws Your Estate Plan into Chaos

May 28, 2024 | Insights

As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency in life. A car accident, sudden illness, workplace injury, or chronic medical...

5 Essential Legal Documents You Need for Incapacity Planning

May 22, 2024 | Video

https://youtu.be/ITIDlZbdMUA

Passing the Torch: Smart Business Succession Strategies

May 8, 2024 | Video

https://youtu.be/u_6Gz7PB0ac
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