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Month: November 2024

November 26, 2024

Protecting Your Legacy: Avoiding Laughing Heirs with Smart Estate Planning

A “laughing heir” is the term for distant relatives who could inherit from your estate if you pass away without a will…

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November 19, 2024

Passing the Torch: How to Create a Strong Succession Plan for Your Family Business

Family businesses are unique – they are often built on years of hard work, shared values, and a commitment to each other’s…

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November 12, 2024

National Alzheimer’s Awareness Month: Estate Planning Steps to Consider

November is National Alzheimer’s Awareness Month, a time to raise awareness about the impact of Alzheimer’s on individuals and families. It also…

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November 5, 2024

Building a Legacy: Trust Options to Protect and Provide for Your Children

When it comes to planning for your children’s future, setting up trusts can be a smart way to protect them and make…

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