

From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...

Sarah Ventris
Sep 16, 20236 min read
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Help Your Parents Avoid These New Financial Scams - Part 2
In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and...

Sarah Ventris
Sep 2, 20235 min read
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AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red...

Sarah Ventris
Aug 26, 20236 min read
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Help Your Parents Avoid These New Financial Scams - Part 1
Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target...

Sarah Ventris
Aug 19, 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 2
Last week, we started to explore 10 life changes that might affect your estate plan. This week, we’re covering five more life events that...

Sarah Ventris
Jul 29, 20234 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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