Category: Articles

Estate Planning for Those without Immediate Family Members

Estate and advance care planning are crucial aspects of financial and personal well-being, especially for individuals without immediate family members. This article explores the unique challenges and solutions available for those planning their estates and healthcare directives without the traditional support of close family.

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Putting Off Creating Your Will Could Be Disastrous

Procrastination has the potential to be devastating when it comes to not having a Will. If you die without a Will or some estate plan in place, you are risking the possibility that the state could step in and take all your assets, leaving your family and friends with nothing.

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PODCAST-Estate Planning for your Vacation

Join Jacob this week as he discusses the importance of reviewing your estate plan before jetting off on vacation

What key tasks need to be considered to ensure peace of mind on your next getaway?

In this solo episode, Jacob breaks down the easiest ways to review your plan and ensure that no matter where you are in the world, you are protected.

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