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What You Must Know About Your Right to Your Spouse’s Retirement Benefits
If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the...

Corina Colan
Jan 5, 20245 min read
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Have Unused 529 College Savings? Roll Them Into a Roth in 2024
You Can Now Roll 529 College Savings Into A Roth IRA A 529 college fund is a tax-advantaged savings account that is designed to help...

Corina Colan
Dec 29, 20234 min read
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Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning
Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming....

Corina Colan
Dec 22, 20234 min read
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Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency
Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that...

Corina Colan
Dec 15, 20235 min read
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How to Talk Money With Your Family Over The Holidays
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...

Corina Colan
Dec 8, 20235 min read
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Transition to Adulthood: What Happens Legally When My Child Turns 18?
Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your...

Corina Colan
Dec 1, 20235 min read
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The Scary Truth: Naming Godparents Does Not Create Legal Guardians
As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and...

Corina Colan
Nov 24, 20235 min read
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Understanding Business Interruption Insurance
As a business owner, you may be familiar with the need for liability insurance to protect yourself and your business from lawsuits caused...

Corina Colan
Nov 17, 20233 min read
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Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 2
Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically...

Corina Colan
Nov 10, 20234 min read
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Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the perfect time to take a closer look...

Corina Colan
Nov 3, 20235 min read
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Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your...

Corina Colan
Oct 27, 20234 min read
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Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens...

Corina Colan
Oct 20, 20235 min read
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From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as...

Corina Colan
Oct 13, 20236 min read
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From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...

Corina Colan
Oct 6, 20236 min read
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Got Intellectual Property? Include It In Your Estate Plan
You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write...

Corina Colan
Sep 29, 20235 min read
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Help Your Parents Avoid These New Financial Scams - Part 2
I In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and...

Corina Colan
Sep 22, 20235 min read
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AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red...

Corina Colan
Sep 15, 20236 min read
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Help Your Parents Avoid These New Financial Scams - Part 1
Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target...

Corina Colan
Sep 8, 20235 min read
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Can You Rely on Legal Insurance for Your Estate Plan?
As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance...

Corina Colan
Sep 1, 20237 min read
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10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2
You might think that estate planning is something you can complete one time and then check off your to-do list for good. But the reality...

Corina Colan
Aug 25, 20234 min read
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