Resources

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What Happens If You Die Without An Estate Plan?

What Happens If You Die Without An Estate Plan?

Estate planning, an often undervalued aspect of financial management, plays a crucial role in protecting the interests and welfare of one’s dependents after death. These plans typically encompass directives regarding…
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The Importance of Estate Planning: A Guide for Protecting your Loved Ones

The Importance of Estate Planning: A Guide for Protecting Your Loved Ones

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will. But although they are a key part of your estate plan, relying on only a Will leaves huge gaps in your estate and actually guarantees that your family will need to go to court when you die.

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Why Estate Planning Matters for Blended Families

Unlocking the Power of Estate Planning for Blended Families

If you have a blended family, estate planning is critical if you want your loved ones to avoid court and conflict in the event you die or become incapacitated. But planning for your blended family is also a great opportunity to strengthen your family bond through open conversations about your wishes and goals for your family and the love you have for them.

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Streamline Your Family's Daily Life with AI

Streamline Your Family’s Daily Life with AI

AI technology is here, but don’t worry, you don’t need to be a techie to make AI work for you (or fear that it will lead to a revolution of Schwarzenegger-esque cyborgs). This week, I’m exploring 4 ways you can use AI language model software to make your family’s life easier. I’ll share real-world examples of the software in use, so you can free up more time for the things and people you love.

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Protecting your Beloved Pet: Planning for Their Future Care

Protecting Your Beloved Pet: Comprehensive Planning for Their Future Care

Although it might seem foolproof to leave your pet to someone you trust through your Will, this estate planning tool alone won’t work to protect your pet from an uncertain future. Read more to learn why a Will is not the best planning tool for your pet and what you should do instead to ensure your furry, feathered, or scaly friends are cared for no matter what.

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Avoiding Estate Planning Disasters

Avoiding Estate Planning Disasters

Estate planning is an important process that everyone should undertake to protect their assets and ensure their wishes are carried out after they pass away. However, without proper planning, your…
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