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Estate Planning Tips for the Beginning of 2021

After all of the uncertainty and ups and downs of 2020, how can we plan ahead for all of the repercussions and changes 2021 has in store for us?   Here are a few tips for setting your estate plan up for success ahead of… Read more

3 Common Estate Planning Mistakes & How to Avoid Them

Trying to handle your estate planning on your own can be quite overwhelming. With so many moving parts and documents to keep track of, it’s easy to get lost in the paperwork and worry about whether you’re making the best decisions for you, your family,… Read more

Are Millennial Women More Financially Independent?

It’s no secret that millennials seem to be more outspoken about gender equality and equal pay than any generation collectively before them. You’d think this passion would translate to their personal finances, right?   Well, it turns out that even this group of zealous, high-achieving… Read more

Estate Planning Questions to Ask Over the Holidays

The holidays are the perfect time to talk with your family about plans for the future.   As 2020 comes to a close and relatives are likely to gather together, we recommend asking yourself these three questions to make sure your estate plan is properly… Read more