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  • Creating an Estate Plan Should Be Your New Year's Resolution
    Creating an Estate Plan Should Be Your New Year's Resolution

    What do healthy eating, regular exercise, and saving money have in common? Aside from a pitch for a brand new weight-loss program, they are the top three new year’s resolutions of 2019. If we take ...

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  • What Is an ABLE Account?
    What Is an ABLE Account?

    People with severe disabilities can require significant physical, emotional, and financial aid. Many disabled persons find financial help through government programs, like Social Security, Medicare ...

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  • Do I Really Need an Estate Plan? - Part 4 - Wrap Up and Summary
    Do I Really Need an Estate Plan? - Part 4 - Wrap Up and Summary

    You made it to the end! This last article is just meant to wrap and summarize the previous articles in this series on whether you need an estate plan. So, do you? It’s almost always better to have one ...

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  • Do I Really Need an Estate Plan? - Part 3 - Advance Health Care Directive
    Do I Really Need an Estate Plan? - Part 3 - Advance Health Care Directive

    This is part 3 in a 4-part series intended to help you determine whether you need an estate plan. In this post, we’ll focus on the advance health care directive. Advance Health Care Directive – What ...

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  • INFOGRAPHIC: 2017 by the Numbers
    INFOGRAPHIC: 2017 by the Numbers

    As 2018 gets underway, we wanted to take a minute to reflect on our first full year in business. It was interesting and informative to look at 2017 through the lens of numbers and statistics, and we ...

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