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PARENTS, STEP-PARENTS AND CHILDREN, OH MY! BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE

Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. …

Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End

After the excitement of Valentine’s Day fades away and the last indulgence of chocolate is savored, it’s crucial to turn …

3 Estate Planning Documents Your Parents Need Right Now

Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their …

14 Ways to Show Your Finances Some Love This Year – Part 2

Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips …

14 Ways to Show Your Finances Some Love This Year – Part 1

Your Pot of Gold is Waiting for You in My Office!  Greetings, dear friend!  Unless your assets are set up …

Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture …

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