Big Life Changes in 2025? Steps to Take Before Year-End
Reflecting on Your Journey Through 2025 As we approach the end of 2025, many of us find ourselves pausing to reflect on the significant changes that this year has brought us. Whether these changes hav
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Cybersecurity Threats: Why Awareness Month Matters
Understanding the Urgency of Cyber Threats October marks Cybersecurity Awareness Month, a timely reminder of the persistent and evolving threats that loom over businesses today. In 2025, ransomware
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National Estate Planning Month: Key Reasons to Update Your Plan
October serves as National Estate Planning Month, a timely reminder for individuals and families to revisit and refresh their estate plans. It's common for people to create an estate plan and assume i
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Estate Planning Tips for the Sandwich Generation
Supporting Everyone, Now and LaterAs a member of the sandwich generation, you're acutely aware of the delicate balance between caring for young children and aging parents. Estate planning offers you t
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The Deep Meaning Behind Ethical Wills
Understanding the Legacy of Ethical Wills While many people are familiar with a traditional will, the concept of an ethical will might seem unfamiliar. Unlike legal documents that dictate the dist
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What Is an Ethical Will? Sharing Your Legacy from the Heart
While many people are familiar with the contents of a traditional last will and testament, fewer know about the impactful concept of an ethical will. Unlike a legal document, an ethical will is an emo
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Avoiding Common NDA Pitfalls: Protect Your Business
In today’s fast-paced business environment, Non-Disclosure Agreements (NDAs) are invaluable tools for safeguarding business relationships, proprietary information, and innovative ideas. However, the e
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Why August is the Perfect Time to Make a Will
August is National Make-A-Will MonthIn August, we take the opportunity to highlight National Make-A-Will Month, drawing attention to a critical topic that's often overlooked. Making a will is frequent
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Types of Guardianship: Person vs. Estate
Understanding Guardian of the PersonNavigating care for a loved one often involves understanding different legal roles, such as the Guardian of the Person. This guardian is responsible for daily and p
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Living Will Check-In: Maintain Control, Peace of Mind
Considering medical decisions isn't always easy, and planning your healthcare choices might feel overwhelming. Yet, being prepared brings an undeniable peace of mind. A living will is a vital t
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Understanding Medicaid Trusts: Secure Your Future
Navigating the Complexities of Medicaid Planning Medicaid planning can often feel like a labyrinth—full of complex rules, regulations, and timelines. At the heart of this complexity lies a concern man
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Navigating Estate Planning with the One Big Beautiful Bill Act
Understanding the OBBBA's Impact The One Big Beautiful Bill Act (OBBBA), signed into law, introduced several significant changes to estate planning, leaving many to wonder how these changes will affec
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