

Father Knows Best: Avoiding Common Estate Planning Pitfalls
If you’re a father, you've always strived to provide the best for your family, ensuring their well-being and securing their future....

Sarah Ventris
Jun 7, 20246 min read
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What You Must Know about Your Right to Your Spouse’s Retirement Benefits
If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the...

Sarah Ventris
Nov 19, 20235 min read
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How to Talk Money with Your Family Over the Holidays
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...

Sarah Ventris
Nov 12, 20235 min read
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Can You Rely on Legal Insurance for Your Estate Plan?
As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance...

Sarah Ventris
Aug 12, 20237 min read
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10 Life Events That Signal it’s Time to Review Your Estate Plan - Part 1
Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after....

Sarah Ventris
Jul 23, 20235 min read
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Revocable Living Trust or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...
lynette597
Jan 21, 20235 min read
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How Will a Recession Affect Your Family?
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is...

Sarah Ventris
Nov 29, 20227 min read
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