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Wills, Wealth & Wellness Estate Planning 101

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PROTECT YOUR LOVED ONES

Here’s the bottom line: If you have someone or something that you want to protect, then the first step is to find out exactly what would happen legally and financially so that you can decide if the current state of your affairs is okay with you.

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Family Planning Blog

The Valentine's Gift That Truly Matters

By Sharia Young • February 10, 2025

Want to give your loved ones a truly meaningful gift this Valentine's Day? Estate planning might not seem romantic, but it's one of the most profound expressions of love you can offer.

Trusts and Homeowner's Insurance: What You Need To Know So You Don't Get A Claim Denied In The Future

By Sharia Young • February 4, 2025

Putting your home in a trust is a smart estate planning move, but it can create unexpected insurance complications if not handled correctly. Learn how to protect one of your most valuable assets by properly aligning your homeowner's insurance with your trust.