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Tag Archive

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

THE THREE DOCUMENTS YOUR PARENTS NEED RIGHT NOW

Tony Cline April 21, 2024 Estate Planning Leave a Comment

General Power of Attorney (POA) A General Power of Attorney (or POA)  grants a person you name (often a family member or trusted friend) the authority to manage your financial affairs if you become unable to do so yourself. From …

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elderlyEstate PlanningHIPAALiving willPower of attorney

PARENTS, STEP-PARENTS AND CHILDREN, OH MY! BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE

Tony Cline April 14, 2024 Estate Planning Leave a Comment

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 days when …

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blended familyEstate Planningstepchildstepparentwills

Should You Create Your Own Will Online?

Tony Cline March 18, 2024 Estate Planning Leave a Comment

3 Essential Questions To Ask Before Creating Your Will Online If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety of estate planning documents for …

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Estate Planningwillwills

Kids’ Protection Planning

Tony Cline March 10, 2024 Estate Planning Leave a Comment

Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This   As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for …

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ChildrenCustodyEstate Planning

SECURE 2.0 ACT

Tony Cline March 7, 2024 Estate Planning Leave a Comment

      This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time   Navigating your financial journey with the heavy burden of student loan debt on your back can feel …

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Estate PlanningRetirementSECURE ActStudent Loans
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