

Want to Show Your Partner How Much You Love Them? Put Them in Your Will
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our...

Sarah Ventris
Feb 4, 20245 min read
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2 Conversations about Money and Death You Need to Have With Your Parents Right Now
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are...

Sarah Ventris
Jan 26, 20244 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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Transition to Adulthood: What Happens Legally When My Child Turns 18?
Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your...

Sarah Ventris
Nov 5, 20234 min read
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The Scary Truth: Naming Godparents Does Not Create Legal Guardians
As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and...

Sarah Ventris
Oct 29, 20235 min read
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Year-End Tax Planning Starts Now: 8 Things to Do Now to Lower Your 2023 Taxes - Part 2
Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically...

Sarah Ventris
Oct 22, 20234 min read
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