End of 2020 Checklist

End of 2020 Checklist

Since things have been in a constant state of flux this year, we haven’t always had the time to take inventory of the changes and how they impacted us. Especially how they may have impacted our estate plan. As we look forward to 2021, there is still an opportunity at the end of 2020…

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Thanksgiving Conversation Starters

Thanksgiving conversation starters

The holidays will not look the same this year for many families. While we are all hoping to gather together, our plans may have to change or look very different. But as plans change, so should our conversations about life’s unexpected turns. Family gatherings, whether in person or…

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Holiday Gift Giving Guide

Holiday Gift Giving Guide

Holiday gift giving can feel rewarding and fulfilling by showing your appreciation to loved ones and friends. Unfortunately, in person shopping has become difficult this year due to store restrictions and CDC social distancing guidelines. But one of the best ways to safely gift this year is…

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Estate Planning for Unmarried Couples

Single or Unmarried Estate Planning

If you are single, or unmarried with no kids, you may not have thought much about estate planning. You might have assumed estate planning is only for married couples who need contingency plans for minor children. Just because you have no dependents, doesn’t mean your life…

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Estate Planning for Millennials

estate planning for millennials

As a Millennial, you might feel like you are too young for estate planning. But the fact is, once you turn 18, you need to have certain documents in order to protect you. Estate planning is not just for your parents or people who have a lot money and real estate. Estate planning is for every age…

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