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Protecting The Children

While Estate planning and Asset Protection is essential for everyone, this month, I have stressed why it’s an absolute must for the LGBTQ+ community. In Planning With Pride Part 1, I encouraged you to be proactive about planning, so that you can protect your assets from random family Continue reading

Planning With Pride Part 2

Happy Pride Month Everyone! As stated in Planning With Pride – Part 1 Estate Planning for LGBTQ+ individuals isn’t all that different from Estate Planning for anyone else. However, there are still some unique issues to consider. This week, we are going to talk about how important Continue reading

Your close-knit family relationships…not enough

Last week I told you that DIY estate plans are not such a great idea. Since they don’t take your family dynamics into consideration, they may or may not address all of your needs. This week, we’re going to talk about family dynamics… and how sometimes, it is the very cause of you Continue reading

To DIY or Not To DIY…

Throughout the month of April, we are going to discuss common & foolish estate planning mistakes. Now, I know April Fools only comes once a year. But for our purposes, it is April Fool’s month! This week, we’re going to talk about DIY estate plans and why they’re not such a great Continue reading

Age Ain’t nothing But A Number!

March Madness is still in full-swing!!! But, as much as I love watching the talented Zion Williamson take over the court, I’m still not a Duke Basketball fan…Go Carolina!! Last week, I shared with you that even in the best circumstances, with your most trusted people, items, or brands, Continue reading

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