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Blog Posts in March, 2025

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  • Parents, Do You Have These 3 Estate Planning Documents?
    Parents, Do You Have These 3 Estate Planning Documents?

    Approximately three-fourths of Americans do not have a basic will. Many of the same people also have children under the age of 18, which underscores a major misunderstanding about estate plans: They ...

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  • Buying a Home with a Friend or Relative? Here’s What You Need to Know
    Buying a Home with a Friend or Relative? Here’s What You Need to Know

    Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning a home with someone other than a spouse, such as a friend, ...

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  • Estate Planning for Your Home: Life Estates vs. Right of Occupancy Trusts
    Estate Planning for Your Home: Life Estates vs. Right of Occupancy Trusts

    Planning for the future of your home can be complicated, especially when you want to ensure that a loved one can continue living there after you are gone. Two common tools for accomplishing this are ...

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  • 3 Asset Protection Tips You Can Implement Today
    3 Asset Protection Tips You Can Implement Today

    A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, ...

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