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Below you'll find a list of all posts that have been tagged as “Estate Planning”

Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter

Tony Cline July 21, 2024 Estate Planning Leave a Comment

For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our four-part celebrity series, we discuss a topic that no one wants to think about as it may …

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Estate PlanningIncapacityPower of attorneyTrusts

Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

Tony Cline July 14, 2024 Estate Planning Leave a Comment

This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week, we examined Michael Jackson’s planning and the holes in his plan that resulted in his family being …

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Estate PlanningTaxesTrusts

Celebrity Estate Plans Series: Michael Jackson 

Tony Cline July 8, 2024 Estate Planning Leave a Comment

What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s because we can relate in some way, or maybe we feel like we can’t relate and …

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Estate PlanningTrustswills

Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence

Tony Cline June 30, 2024 Estate Planning Leave a Comment

As you celebrate the Fourth of July and all it represents – freedom, independence, and the pursuit of happiness – take pride in the ultimate American liberty: the right to decide your own affairs, even after death or in the …

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Estate PlanningTrustswills

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

Tony Cline June 23, 2024 Estate Planning Leave a Comment

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if …

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Estate PlanningTrusts

Hiring a Lawyer: Hourly Billing vs. Flat Fees

Tony Cline June 10, 2024 Business, Estate Planning Leave a Comment

Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you aren’t, can often feel like navigating uncharted waters. You want to find an attorney …

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BusinessEstate PlanningFlat Fees

Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents

Tony Cline June 2, 2024 Estate Planning Leave a Comment

As an LGBTQIA+ non-biological parent, June’s arrival sparks a flurry of Pride celebrations reminding you of the remarkable progress the community has made, while also shining a light on the ongoing fight for full equality. One area where you may …

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Estate Planningparentswills

Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

Tony Cline May 23, 2024 Estate Planning Leave a Comment

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is …

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Estate PlanningInsuranceLife InsuranceTrusts

2 Conversations About Money and Death You Need to Have With Your Parents Right Now

Tony Cline May 20, 2024 Estate Planning Leave a Comment

If you’ve given any thought to estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer …

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Estate PlanningLife & Legacywills

Estate Planning: A Gift of Peace and Power for Every Mother

Tony Cline May 5, 2024 Estate Planning Leave a Comment

Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know. If you aren’t a mom, you were born because of a mom. It’s one of …

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Estate Planningmothertrustwill
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