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Kids Going Away to College? Why You Should Include Estate Planning in the Preparation

You have likely been preparing for weeks to get your new college student off to school. It is exhilarating, and your heart may be bursting at the seams. You are probably prouder than words can express but also afraid. How can you ensure your child is safe at their new home away from home? A […]

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Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners

More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitment. Data indicate that cultural norms regarding marriage in the United States have undergone significant shifts over the past several decades. Consider the following:

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Frequently Asked Questions: Estate Planning After a Serious Health Diagnosis

A difficult health diagnosis can be emotionally and logistically overwhelming. While your health should remain your top priority, taking time to ensure that your legal and financial affairs are organized can reduce stress, prevent avoidable complications, and give your loved ones clarity and peace of mind so you can stay focused on your health and

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What to Do When Your Doctor Tells You to Get Your Affairs in Order

Five words no one ever wants to hear from their doctor are “Get your affairs in order.” Unfortunately, 76 percent of Americans do not have a will, and it often requires a chronic disease, terminal illness diagnosis, or other life-changing event to prompt people to start the estate planning process.1 If you are facing a

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Passing Along a Benefit, Not a Burden: Why Planning for Absence and Incapacity Is Indispensable for Business Owners

As a business owner, you have likely considered establishing an estate plan to ensure your company’s continued success after your passing. However, comprehensive estate planning also addresses what will happen if you become mentally incapacitated (unable to manage your affairs) due to illness, injury, or cognitive decline, or if you need to be away from your

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Estate Planning Tips for Someone Facing Major Surgery

Receiving news that you need major surgery is never easy. Preparing for work absences, planning for childcare and household responsibilities, and understanding the procedure itself and your recovery timeline may be among the things you are worried about. If you have only a short time (weeks or days) to react, focusing on the essentials is

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Backup Plans Are Loving Too: Why You Need Contingent Agents and Guardians

Progressive Insurance recently rolled out a series of commercials featuring “backup” quarterbacks stepping in to handle everyday challenges, such as ordering food, giving advice, and even parking a trailer. After the “backup” salvages the situation, each commercial ends with the same line: “If only there were backups in real life.” The ads are designed to

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