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Client Focused Newsletter

The Trust Protector: Your Guardian Angel

3/9/2021
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Creating a Treasure Map: The Benefits of Preparing an Inventory Before Death

2/9/2021
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Getting Ready for 2021

12/9/2021
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Is Your Estate Plan Incapacity Proof?

1/12/2021
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Election Update: Planning under the Biden Administration

11./13/2020
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Clarification to November 2020 Newsletter

11/13/2020
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Protecting Your Significant Other’s Future

10/13/2020
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Protect Your Family from Lawsuits with a Domestic Asset Protection Trust

09/08/2020
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Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth

08/11/2020
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Preparing Your Beneficiaries to Receive Their Inheritance

07/14/2020
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Correction to June 2020 Newsletter

06/12/2020
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Retirement Account Basics for 2020

06/09/2020
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Estate Planning as a Powerful Exercise in Optimism

05/12/2020
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Financial Literacy Month: Are All of Your Financial Ducks in a Row?

04/14/2020
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Celebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future

04/10/2020
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Estate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan

04/10/2020
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Steps to Take When a Loved One Dies

04/10/2020
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Caregivers, You’re Not Planning Just for Yourself

04/10/2020
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Millennials, You Need an Estate Plan Too

04/10/2020
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No Clawbacks Allowed: What Does This Mean for You and How to Take Advantage of This Gift

04/10/2020
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Important Considerations for Beneficiary Designations of Life Insurance Policies

09/10/2019
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When Is It Critical to Review Your Estate Plan, and Why?

08/13/2019
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Niche Trusts: As Unique as You Are

07/09/2019
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Your Vacation Checklist

06/11/2019
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Want a Greater Sense of Purpose? Plan Your Legacy

05/14/2019
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How to Coordinate Your Retirement and Estate Plans

04/09/2019
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Your Personal Property Memorandum: 4 Tips for Success

03/12/2019
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Five Key Considerations for Your Estate Plan

02/12/2019
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3 Estate Planning Secrets the Wealthy Use That You Can Too!

01/08/2019
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Estate Planning Projects to Tackle in the New Year

12/11/2018
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2018 Midterm Elections: What Do They Mean For Your Estate Plan?

11/13/2018
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Three Legal Strategies When Facing a Major Health Event

10/09/2018
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What Do the New 199A Regulations Mean for You?

09/11/2018
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Back-To-School Preparation: Not Just About the School Supplies

08/14/2018
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Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?

07/10/2018
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Keeping the Peace After You Are Gone

06/12/2018
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Planning for the Financial Future of a Troubled Adult Child

05/08/2018
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Does Your Family Know About Your Estate Plan?

04/10/2018
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Planning Your Summer Vacation? 5 Things to Consider Now

03/13/2018
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Will My Debt Outlive Me? Your Questions About Debt After Death Answered

02/13/2018
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How Tax Reform Will Impact You and Your Estate Planning

01/09/2018
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Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth

12/12/2017
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One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times

11/14/2017
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End the Year on a High Note with Up-To-Date Trust-Based Estate Planning

10/10/2017
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Don’t Put Off Till Tomorrow What You Can Do Today: Why It’s Time to Talk with Your Family and Your Estate Planning Attorney

09/12/2017
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Modernizing an Outdated Estate Plan

06/13/2017
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Are You Familiar With Community Property Trusts?

04/11/2017
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Estate Plans for College Students and Other Young Adults

03/14/2017
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