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pills, syringes, & drink: Things to Know When Planning for an Addicted Loved One

Things to Know When Planning for an Addicted Loved One

Posted on: July 25, 2024
It has been said that the only thing harder than being an addict is loving one. It can be challenging for a parent to bring a child into the world full of hopes and dreams about their future and then watch them spiral down into addiction. Having someone in your life who struggles with substance […]
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woman working on the beach: Estate Planning Is About Knowing Your Priorities

Estate Planning Is About Knowing Your Priorities

Posted on: July 18, 2024
Thinking about the world and how our loved ones will fare after we pass away can be very difficult. Although we all know that we will pass away at some point, this is not something most people like to dwell on. However, by proactively planning and prioritizing your goals, you can craft an estate plan […]
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woman leaving home: Are You Ready to Move Away from Home

Are You Ready to Move Away from Home?

Posted on: July 15, 2024
Moving away from home is a significant milestone in adulthood. For the first time, you might have to secure housing, buy insurance, sign up for utilities, and manage your finances. This can feel overwhelming as you adapt to a new living environment and possibly a new career. With greater independence comes more responsibility. Your family […]
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Smoke: Don’t Let Your Estate Plan Go Up in Smoke

Don’t Let Your Estate Plan Go Up in Smoke

Posted on: July 11, 2024
Fewer people are creating estate plans today than in years past. Research shows that, in 2024, less than one-third of Americans report having a will.[1] Every adult—19 or 99—should have a will at a minimum. Many people can also benefit from estate planning documents such as trusts, powers of attorney, and advance directives. But even […]
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mix cassette tape: Millennial Planning Essential Steps For A Comprehensive Estate Plan

Millennial Planning: Essential Steps For A COMPREHENSIVE ESTATE PLAN

Posted on: July 8, 2024
As a millennial, you are contributing to the workforce in a significant way and are making positive changes in the world around you. We understand that your concerns may differ from those of a different generation, and we are here to help you craft an estate planning process that protects your future and addresses the […]
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freedom written in sandy beach: Value Freedom Here’s Why an Estate Plan Is Your Declaration of Independence

Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence

Posted on: July 4, 2024
As you celebrate the Fourth of July and all it represents - freedom, independence, and the pursuit of happiness -, take pride in the ultimate American liberty: the right to decide your affairs, even after death or in the event of incapacity. An estate plan, specifically a Life & Legacy Plan, is the way to […]
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man proud of running on beach: The Surprising Connection Between Men’s Health and Estate Planning

The Surprising Connection Between Men’s Health and Estate Planning

Posted on: July 1, 2024
June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. So, let’s turn the focus to you, gentlemen. You already know that taking care of your health allows you to prolong your life and enhance […]
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Taco shop: Replacing Yourself The Key to Business Success

Replacing Yourself: The Key to Business Success

Posted on: June 27, 2024
You started your business as a labor of love, nurturing it through those challenging early years with grit and personal sacrifice. Over time, that seedling grew into a thriving enterprise through your sheer force of will and hands-on leadership. In the midst of this journey, how could you possibly contemplate the notion that replacing yourself might […]
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Bird learning to fly: Navigating Your Child’s Transition Into Adulthood

They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood

Posted on: June 24, 2024
When your child turns 18, they’re legally considered an adult even though they have much more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child, and you want to support them […]
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