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...
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Jennifer Winegardner
Apr 84 min
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...
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Jennifer Winegardner
Mar 204 min
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...
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Jennifer Winegardner
Mar 114 min
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...
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Jennifer Winegardner
Oct 23, 20234 min
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...
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Jennifer Winegardner
Oct 16, 20235 min
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...
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Jennifer Winegardner
Oct 9, 20235 min
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,...
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Jennifer Winegardner
Oct 2, 20235 min
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...
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Jennifer Winegardner
Sep 10, 20236 min
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...
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Jennifer Winegardner
Aug 30, 20234 min
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...
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Jennifer Winegardner
Aug 20, 20234 min
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...
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Jennifer Winegardner
Aug 14, 20234 min
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...
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Jennifer Winegardner
Jul 6, 20234 min
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...
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Jennifer Winegardner
Jun 29, 20234 min
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...
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Jennifer Winegardner
Mar 7, 20232 min
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...
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Jennifer Winegardner
Jan 30, 20234 min
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?
You might have heard that a trust can keep your family out of court and maybe out of conflict in the event of your death or incapacity. ...
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Jennifer Winegardner
Jan 24, 20235 min
Creditors And Your Estate Plan - What Happens to Your Debt When You Die?
In some cases, you could inadvertently leave a reality in which your surviving heirs—your kids, parents, or others—are responsible for...
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Jennifer Winegardner
Jan 18, 20234 min
Why Every Adult Needs A Living Will
When it comes to estate planning documents, there are a variety of options. The most common of these options is a “last will and...
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Jennifer Winegardner
Jan 10, 20234 min
Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, a large amount of wealth will...
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Jennifer Winegardner
Oct 24, 20224 min
5 Ways To Pay For Your Funeral Without Leaving Your Family To Foot The Bill
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, you should consider including enough...
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