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4 Estate Planning Myths That Put Your Loved Ones at Risk
It's Not True Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind...
Jennifer Winegardner
Feb 35 min read
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From Preparation to Recovery: When Disaster Strikes
When disaster strikes, every second counts. Plan now, when you are not facing an emergency. Then when emergency strikes, you will be...
Jennifer Winegardner
Jan 226 min read
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Five Essential Steps to Protect Your Loved Ones in 2025
Estate Planning in the New Year You know that uneasy feeling when you think about what everyone you love would do, if (and when)...
Jennifer Winegardner
Jan 35 min read
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Court Ruling Halts Corporate Transparency Act: What You Need to Know
A federal judge in Texas issued a ruling this week that could affect millions of business owners across the country. What does this...
Jennifer Winegardner
Dec 8, 20242 min read
24 views
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The Corporate Transparency Act: What you need to know about your Trust, and Your HOA or Condo Association
You may already be familiar with the upcoming Corporate Transparency Act set to kick in next year. If you aren’t, keep reading because it...
Jennifer Winegardner
Nov 14, 20244 min read
27 views
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10 Steps to Take Now to Secure a Comfortable Retirement: Part 1
Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and...
Jennifer Winegardner
May 15, 20246 min read
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Parents, Step-Parents, and Children, Oh My! Blended Families + Death = A Potential Nightmare
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the...
Jennifer Winegardner
Apr 8, 20244 min read
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Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
Whether it’s a breakup, divorce, or the death of a loved one, every relationship eventually will come to an end. It is important to plan...
Jennifer Winegardner
Mar 20, 20244 min read
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3 Estate Planning Documents Your Parents Need Right Now
As your parents age, ensuring their peace of mind (and yours!) becomes a top priority. One of the best things you can do for your own...
Jennifer Winegardner
Mar 11, 20244 min read
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Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate...
Jennifer Winegardner
Oct 23, 20234 min read
25 views
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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...
Jennifer Winegardner
Oct 16, 20235 min read
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Help Your Parents Avoid These New Financial Scams - Part 1
Fraudsters and scam artists are nothing new, but ever-changing technology is making it easier than ever for scammers to target victims,...
Jennifer Winegardner
Oct 9, 20235 min read
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Is an LLC the Best Fit for You?
When an LLC Is Not the Best Fit Business owners who are interested in forming a new limited liability company (LLC) or converting their...
Jennifer Winegardner
Oct 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 was National Make-A-Will Month, and you may have received an advertisement in your inbox or mailbox from AARP or the American Red...
Jennifer Winegardner
Sep 10, 20236 min read
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Don’t Send Your Kids Back to School Without These Documents
As summer comes to a close, and back-to-school excitement fills the air, there is one frequently overlooked task to complete—designating...
Jennifer Winegardner
Aug 30, 20234 min read
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10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2
Many think that estate planning is something you can complete one time and then check off your to-do list for good. But even the most...
Jennifer Winegardner
Aug 20, 20234 min read
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10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1
Many people think that creating a Will or Trust is something you can do once, and then your family and assets are protected forever...
Jennifer Winegardner
Aug 14, 20234 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 allows you to avoid probate, maintain privacy, and distribute your assets to your loved...
Jennifer Winegardner
Jul 6, 20234 min read
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Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Vacations are a time to relax and create memories with your loved ones. Ensuring that your legal affairs are in order will allow you to...
Jennifer Winegardner
Jun 29, 20234 min read
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How To Protect Your Children’s Inheritance Through Life
Many basic estate plans leave assets to children outright and unprotected by age 35. If this is how your plan is designed, it's possible...
Jennifer Winegardner
Mar 7, 20232 min read
12 views
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