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What Can Living Trusts Do?

"Clients often think trusts can do everything – as if they are magical creatures – the unicorn of estate planning. All their problems are solved because they have a trust. That may be the case, but it may not. Different trusts do different things." - Christine...

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Planning for Digital Assets

"Death isn’t what it used to be. Write a will, put stock certificates and the deed to your home and a few other pieces of paper in a safe deposit box and you were set for life for the hereafter. But digital assets from crypto to online contact lists have changed that....

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Estate Planning for New Parents

"Overseeing a minor’s life is fraught with expansive (and expensive) tasks: Feeding, fretting, toileting and procuring seem to consume the new parent. So, while it is understandable why new parents are laser focused on their newborn’s immediate needs, they should have...

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Leaving a Legacy

"You don’t have to be rich, a genius or a world-renowned luminary to touch people’s lives for generations to come. Here are some ways to leave a lasting legacy when you don’t have genetic offspring." - Anna Goldfarb How to Leave a Legacy When You Don’t Have...

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Legal Documents for College Students

Summer is winding down; if your kids are headed back to college (or to college for the first time!), make sure they have these important legal documents in place: Three Critical Legal Documents Every Parent of a College Student Should Get in Place As Soon As Possible

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Mid-Year Estate Planning Checklist

"Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future and the future of your loved ones. Here is a helpful checklist to...

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Estate Planning

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