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Good News about Social Security

Good news about Social Security.

For a long time, the Social Security Trustees have been warning that the retirement benefits system is facing some future financial hardships.

Crafting a Legacy of Love this Father’s Day

Three generations celebrating Father's Day.

Congratulations, Dad! You’ve journeyed through the many stages of fatherhood, from guiding your children through their formative years to witnessing them become parents themselves. Amid all the challenges of recent times, your family has not only endured but thrived. As you reflect on these accomplishments, there’s a new horizon to consider: creating a lasting legacy of care and love for your family.

How to Keep the Vacation Home in the Family

Vacation Home

Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.

Ensuring Your Estate Plan is Current Before Traveling: A Step-by-Step Guide

Older couple on vacation point to the horizon.

Planning a trip can be exciting, but before you jet off, it’s essential to ensure that your estate plan is up-to-date. Life is unpredictable, and having a current estate plan provides peace of mind, knowing that your wishes will be honored if anything unexpected happens. Here’s a step-by-step guide to help you ensure your estate plan is current before traveling.

Affluent Parents Maximize Tax-Free Giving to Children

Affluent couple with grand daughter reading a book on the couch.

Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.

Do Young Adults Need Estate Planning?

estate planning for young adults

As a legal adult after attaining the age of 18, your child should have in place several legal documents that will allow you to provide support and obtain information, if something unexpected happens to your child.

Three Essential Documents Your Graduate Needs

Graduates Need Legal Documents

Families are gathering this month to celebrate as the next generation of leaders graduate from high school and college.  As these young people march forward into the next stage of their lives, they should do so with the protection of three essential legal documents.

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