Month: March 2024
HELP – I LOST MY ORIGINAL DOCUMENTS, WHAT DO I DO?
If you lose your original estate planning documents, such as your will, trust documents, powers of attorney, or healthcare directives, it’s generally advisable to take ...
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MARCH IS NATIONAL NUTRITION MONTH
National Nutrition Month and estate planning might not seem directly related, but they both contribute to overall well-being and ensure a healthy future. Here’s how ...
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Who Needs An Estate Plan?
People often ask me how old a person should be or how much money they should have to need an estate plan. My answer is ...
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Can You Believe It’s Already March?!
Estate planning is an essential aspect of financial management that individuals should consider regardless of the time of year. March is an excellent time to ...
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Valentine’s Day and Estate Planning ♥
Valentine’s Day and estate planning might seem like an odd pairing at first, but they can be quite interconnected, especially for couples who are committed ...
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