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Avoid These 2 Common Causes for Dispute Over Your Estate Plan - Part 2
In the first part of this series, we discussed one of the most frequent causes for dispute over your estate plan. Here, we’ll look at...
Lauren Kaplan
Feb 25 min read
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Avoid These 2 Common Causes for Dispute Over Your Estate Plan - Part 1
No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you...
Lauren Kaplan
Jan 253 min read
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2025 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
One of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan...
Lauren Kaplan
Jan 186 min read
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4 Estate Planning Myths That Put Your Loved Ones at Risk
Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate...
Lauren Kaplan
Jan 115 min read
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Five Essential Steps to Protect Your Loved Ones in 2025
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging...
Lauren Kaplan
Jan 55 min read
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4 Reasons Why You Can't Afford To Go Without An Estate Plan
When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts of rationalizations: “I won’t care...
Lauren Kaplan
Dec 27, 20246 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...
Lauren Kaplan
Dec 15, 20244 min read
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Copy of Common Estate Planning Questions on How to Handle Your Assets - Part 2
When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what...
Lauren Kaplan
Dec 9, 20245 min read
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How Thanksgiving Can Inspire Your Family Legacy Planning
With Thanksgiving approaching, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the...
Lauren Kaplan
Nov 24, 20244 min read
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The Hidden Truth About Settling a Loved One’s Estate
When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs....
Lauren Kaplan
Nov 10, 20244 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...
Lauren Kaplan
Oct 6, 20246 min read
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Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of Friends , passed away last year, the world mourned the loss of a comedic icon. However, as...
Lauren Kaplan
Sep 22, 20245 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,...
Lauren Kaplan
Aug 31, 20245 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...
Lauren Kaplan
Jul 28, 20245 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...
Lauren Kaplan
Jul 22, 20246 min read
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Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week,...
Lauren Kaplan
Jul 14, 20244 min read
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Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s...
Lauren Kaplan
Jul 7, 20246 min read
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Moving to a New State? Remember to Update Your Estate Plan
Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should...
Lauren Kaplan
Jun 23, 20244 min read
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Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents
As an LGBTQIA+ non-biological parent, June's arrival sparks a flurry of Pride celebrations reminding you of the remarkable progress the...
Lauren Kaplan
Jun 1, 20245 min read
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Estate Planning: A Gift of Peace of Mind for Every Mother
Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know....
Lauren Kaplan
May 5, 20244 min read
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