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Corina Colan
Nov 10, 20234 min read
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 2
Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically...
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Corina Colan
Nov 3, 20235 min read
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the perfect time to take a closer look...
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Corina Colan
Oct 27, 20234 min read
Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your...
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Corina Colan
Oct 20, 20235 min read
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens...
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Corina Colan
Oct 13, 20236 min read
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as...
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Corina Colan
Oct 6, 20236 min read
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...
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Corina Colan
Sep 29, 20235 min read
Got Intellectual Property? Include It In Your Estate Plan
You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write...
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Corina Colan
Sep 22, 20235 min read
Help Your Parents Avoid These New Financial Scams - Part 2
I In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and...
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Corina Colan
Sep 15, 20236 min read
AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red...
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Corina Colan
Sep 8, 20235 min read
Help Your Parents Avoid These New Financial Scams - Part 1
Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target...
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Corina Colan
Sep 1, 20237 min read
Can You Rely on Legal Insurance for Your Estate Plan?
As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance...
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Corina Colan
Aug 25, 20234 min read
10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2
You might think that estate planning is something you can complete one time and then check off your to-do list for good. But the reality...
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Corina Colan
Aug 18, 20235 min read
10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1
Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after....
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Corina Colan
Aug 11, 20235 min read
Don’t Send Your Kids Back to School Without These Documents
As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating...
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Corina Colan
Aug 4, 20235 min read
What the National Debt Ceiling Extension Means for Your Family
What the National Debt Ceiling Extension Means for Your Family You’ve probably heard about the national debt ceiling and its recent...
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Corina Colan
Jul 28, 20235 min read
Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and...
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Corina Colan
Jul 21, 20235 min read
Estate Planning Pitfalls - 3 Mistakes That Could Make Your Estate Plan Worthless
Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your...
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Corina Colan
Jul 14, 20235 min read
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it's...
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Corina Colan
Jul 8, 20235 min read
Passing the Torch: How to Inspire Your Kids to Take Over the Family Business
The dream of passing on your business to your children and witnessing the legacy you've built continue to flourish is a powerful one....
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Corina Colan
Jul 1, 20235 min read
Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate...
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