

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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What the National Debt Ceiling Extension Means for Your Family
You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday...

Sarah Ventris
Jul 16, 20235 min read
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Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and...

Sarah Ventris
Jul 8, 20235 min read
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Estate Planning Pitfalls - 3 Mistakes That Could Make Your Estate Plan Worthless
Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your...

Sarah Ventris
Jul 1, 20235 min read
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