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Estate Planning in Times of Change: Part 2 of 2
In Part 1 of this series, we explored general estate planning considerations given today's changing landscape, especially related to...

Corina Colan
Jan 105 min read
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Estate Planning in Times of Change: Part 1 of 2
With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you've been waiting for...

Corina Colan
Jan 36 min read
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Special Report: MUST READ AND ACT Before 12/31 If You Have Crypto Assets!Â
If you or your family members hold crypto assets, there's a critical change coming up that you may want to act on by December 31, 2024....

Corina Colan
Dec 27, 20245 min read
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Year-End Options for Giving to Charity
The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan...

Corina Colan
Dec 20, 20245 min read
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Court Ruling Halts Corporate Transparency Act: What You Need to Know
A federal judge in Texas issued a ruling this week that could affect millions of business owners across the country. Let's break down...

Corina Colan
Dec 13, 20242 min read
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Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the...

Corina Colan
Dec 6, 20245 min read
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A Comprehensive Guide to Disaster Preparedness
In today's world, where natural disasters and unforeseen events can disrupt our lives at a moment's notice, preparedness is no longer a...

Corina Colan
Nov 29, 20245 min read
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Preventing Family Feuds Over Your Personal Belongings
The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the aftermath can become even more painful if...

Corina Colan
Nov 22, 20247 min read
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Navigating End-of-Life Care: Lessons from a Daughter's Tragic Experience
In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. And when...

Corina Colan
Nov 15, 20246 min read
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Veterans: Your Legacy is Worth ProtectingÂ
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your...

Corina Colan
Nov 8, 20245 min read
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Common Estate Planning Myths Debunked
October 21-27 is National Estate Planning Awareness Week, which means it's time to shed light on this often misunderstood and frequently...

Corina Colan
Nov 1, 20247 min read
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Matthew Perry's Estate Plan Demonstrates the Benefits of TrustsÂ
When Matthew Perry, the beloved star of Friends , passed away last year, the world mourned the loss of a comedic icon. However, as...

Corina Colan
Oct 25, 20246 min read
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What Do Lasagna and Estate Planning Have in Common?
Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after...

Corina Colan
Oct 11, 20246 min read
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3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful,...

Corina Colan
Oct 4, 20245 min read
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Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. This frustrating scenario became a...

Corina Colan
Sep 27, 20246 min read
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How Beneficiary Designations Put Your Family at Risk
You've worked hard to build your assets and secure your family's future. Like many responsible adults, you've named beneficiaries on your...

Corina Colan
Sep 20, 20246 min read
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Labor Day Reflections and Your Legacy
Labor Day, observed in the United States on the first Monday in September, is not only the unofficial end of summer but also a...

Corina Colan
Sep 13, 20247 min read
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Would You Make This Million Dollar Mistake?
Imagine this: You're in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as...

Corina Colan
Sep 6, 20247 min read
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Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael...

Corina Colan
Aug 30, 20246 min read
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Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our...

Corina Colan
Aug 23, 20247 min read
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