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During these troubled times, here and around the world, it can be challenging to find peace and joy during the holidays. Experts offer advice such as taking a break from media coverage, volunteering (or donating) to a cause near your heart, or meditating. As an...

This article dovetails nicely with last week's post about discussing your estate plans with your family. Read on for some great tips.  The following is from Forbes online, written by contributor Christine Fletcher and published on 11/28/23. "A North Dakota woman...

On more than one occasion, I have lamented that about 50% of adults in the U.S. don't have a will. This situation can make things very stressful, time-consuming, and, in some cases, expensive for the heirs of those individuals. That said, I ran across this article...

The holidays are upon us, which means, for many, your loved ones are near; whether you have traveled to visit them, they traveled to see you, or they are right here in town. These are likely the loved ones to whom you plan to will your hard-earned assets when you die....

It is a well-documented fact that August and September are peak "baby months," with more births during those months than the other months. Cold, long nights of winter have something to do with that fact. And if your family will be welcoming a newborn in 2024, or...

As promised, here is Part Two of the series on Absolutely Vicious Fights Over Inherited Fortunes. Again, this was originally published on ListVerse.com 3/3/23 and written by Selme Angulo. Read on for how messy and nasty things can get when heirs are fighting over the...

Being fabulously wealthy can bring challenges and burdens. I found this list of the top ten most vicious fights over inherited fortunes at ListVerse.com. It was written by Selme Angulo and published on 3/3/23. While an interesting peek into the finances of some very...

I have found some new clients are a little intimidated by all the legal jargon associated with estate planning. While legal terminology is not as complex as, say, being faced with a medical specialist who tosses out a variety of "isms" and prefixes and suffixes like...

When I ran across this article, I thought, "Me too!." That is clients asking for my advice on where they should physically keep their estate plan. So, I thought this was worthwhile sharing with you. I found this piece by Christopher Yugo at nwi.com on 11/12/23. "One...