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The following is from the website Trust & Will and written by a staff member. I thought the data they gathered about millennials and how they behave regarding estate planning would interest some of you. The following is from the website Trust & Will and...

The following is a quick six-question quiz about YOUR estate planning situation. Think you have it covered? Take this quiz and find out.   Do you have a will, AND if so, has it been updated within the past three years?      Yes or No If you...

Many people do not understand what trusts are, how they can be beneficial, and whether they should have one.  The following is a good overview from Kiplinger online, written by Deborah Yao in November.  If you've wondered about trusts, this article should...

The gift-giving season is almost upon us, so I thought the following article from Kiplinger in early November by Kelley R. Taylor would be good to share in case you missed it.   I agree with the author's advice to consult with a tax professional for advice, but I...

Question: How many free calendars and mailing address labels have you accumulated so far? Probably a lot. Charities leverage “guilt” by sending you these items to encourage you to donate to them. It works well. Otherwise, they would stop. So, as we approach the end of...

What characteristics come to mind when you think of a "good parent"? Loving, being a great provider, understanding, patient, and responsible likely come to mind immediately. I'm sure you can list even more. But I'm guessing if I asked you to list the top 10 factors...

Many of you may already be familiar with the information in the following article, but do yourself a favor and give it a quick once-over just in case. This came from Forbes, written by Jaime Catmull and published online on 11/7/24. “Estate planning is essential for...

Social media is filled with individuals trying to find recommendations for every type of service, from finding an excellent doctor to an honest mechanic to a hairstylist who knows how to cut hair. We've all been there, trying desperately to find a good provider for...

The following article from the Columbus Jewish News, written by Kaitlyn Finchler, was published online 6/26/24. It is an excellent reminder that estate planning is not just for the wealthy. "Prior to 1997, estate planning was mostly driven by people motivated to...