

How Naming Guardians for Your Kids in Your Will Can Leave Them at Risk
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and...

Sarah Ventris
Apr 17, 20227 min read
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Does Your Family Need Umbrella Insurance?
In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done nothing wrong. This is...

Sarah Ventris
Apr 10, 20224 min read
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Protect Your Children’s Inheritance with a Lifetime Asset Protection Trust
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating...

Sarah Ventris
Apr 2, 20227 min read
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7 Last-Minute Moves to Save On Your Taxes For 2021
Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can...

Sarah Ventris
Mar 27, 20227 min read
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Probate: What It Is & How to Avoid It—Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...

Sarah Ventris
Mar 18, 20228 min read
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Probate: What It Is & How to Avoid It—Part 1
Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate...

Sarah Ventris
Mar 12, 20227 min read
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Protect Your Home, Family, & Assets from The Growing Threat Of Natural Disasters
Over just the last two years, we’ve seen historic levels of damage caused by natural disasters in the U.S. From blizzards in Texas and...

Sarah Ventris
Mar 7, 20226 min read
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