Pandemic Planning

pandemic estate planning

Over the past year, some Americans have been using their quarantine time to master baking, learn new trades, or binge-watching popular shows like, The Crown. But a large part of the population is barely staying afloat amongst caring for aging parents, online schooling, and surviving day-to day. In…

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Remarriage & Divorce Estate Planning

estate planning after divorce and remarriage

A recent study by TD Wealth found that a trend known as “gray divorce,” the increasing rate of those over 50 years old divorcing, is impacting estate planning, coupled with prolonged life expectancy and rising healthcare costs “In addition to prolonged life expectancy and…

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2021 Estate Resolutions List

2021 New Years Estate Planning

2020 was a year unlike any other. Our collective consciousness changed. Our needs changed and our awareness changed. We began to understand the finite timeline of life and the importance of protecting one another. As we enter 2021, think about your New Year’s resolutions a bit different this time…

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Advanced Funeral Planning

Funeral Planning

Advanced funeral planning may seem premature or morbid, but it can also be a cathartic experience and a gift to your heirs and family members. You may not realize all of the anguish that can happen after death, as loved ones worry about honoring someone’s wishes correctly. Wouldn’t it be a…

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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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