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Creating A Legacy Of Wealth After You Die

Creating a Legacy of Wealth After You Die

In order to leave a legacy for future generations, you may have invested years in developing and protecting your legacy. But have you thought about the impact it will have…

A Guide To Avoiding Probate Litigation

Guía para evitar litigios sucesorios

Legal disputes over wills and trusts, guardianships, and conservatorships can affect the authenticity of gifts and the ownership of family homes and land. The most successful approach to mitigating or…

Your Estate Plan In A Challenging World!

Su plan de sucesión en un mundo difícil

If you have assets such as bank accounts, brokerage accounts, or real property, you have an estate and therefore you need to have a plan! Your estate is what you…

The 5 Must-Have Estate Plan Documents

The 5 Must-Have Estate Plan Documents

A critical component to all estate plans is that an individual needs five must-have estate plan documents. The 5 must-have estate planning legal documents consist of: Durable Power of Attorney…

Boletines

Enero 2024 - Monthly News Article One: Building an Estate Plan for Adult Children with Disabilities Article Two: Transition Plans Support Adolescents with Disabilities Article Three: 5 Healthy Holiday Nutrition…

Planificación de la jubilación

Understanding Social Security for Retirement Planning If you were born in 1929 or later and worked for at least 10 years, you are entitled to Social Security benefits in New…

Planificación patrimonial

If you have assets, such as bank accounts, brokerage accounts, or real property, you have an estate and need a plan! Your estate is what you have today and what…

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