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ummil

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Breaking the Cycle: How Life & Legacy Planning Protects Black Families’ Generational Wealth

Breaking the Cycle: How Life & Legacy Planning Protects Black Families’ Generational Wealth

2025.06.13 The statistics are sobering. According to the Federal Reserve’s 2022 Survey of Consumer Finances, the wealth gap between white Americans and Black Americans is … View Post
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This Father’s Day Take Your Provision One Step Further 

This Father’s Day Take Your Provision One Step Further 

2025.06.06 Father’s Day arrives each June filled with barbecues, baseball games, and heartfelt cards celebrating the dads who shape our lives. While ties and … View Post
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Pride Month & Planning: Securing a Legacy That Lasts

Pride Month & Planning: Securing a Legacy That Lasts

2025.05.30As Pride Month begins, we celebrate the progress made toward equality while acknowledging that LGBTQIA+ individuals, couples, and families still face unique legal challenges. … View Post
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File Clerk

File Clerk

Do you enjoy meeting and helping families? Do you love solving puzzles? Do you find you have certain habits and ways of accomplishing certain … View Post
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The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided

The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided

2025.05.23Imagine this: You’ve built a business empire worth hundreds of millions of dollars, transformed a city’s downtown area, and touched countless lives … View Post
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Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy

Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy

Memorial Day isn’t just about barbeques or pool parties. It’s a day to collectively pause and honor the brave men and women … View Post
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Why Business Owners Deserve More Than an Easy or Cheap Estate Plan

Why Business Owners Deserve More Than an Easy or Cheap Estate Plan

Picture this: you’ve just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, … View Post
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Social Media Manager – TikTok & Reels Wizard for a Bold Personal Brand

Social Media Manager – TikTok & Reels Wizard for a Bold Personal Brand

Location: Remote or HybridType: Part-Time or Full-TimeIndustry: Legal / Personal Development / CoachingExperience Level: Mid-Level Compensation: Negotiable Are you a social media native who just knows … View Post
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A Mother’s Legacy: Estate Planning as Your Greatest Expression of Love

A Mother’s Legacy: Estate Planning as Your Greatest Expression of Love

When we think about Mother’s Day, we often picture breakfast in bed, handmade cards, and bouquets of fresh flowers. But what if there … View Post
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The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan

The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan

Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality for James Howells, … View Post
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Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence

Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence

As you celebrate the Fourth of July and all it represents – freedom, independence, and the pursuit of happiness – take pride in the ultimate American … View Post
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Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential

Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential

You’ve taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping … View Post
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Planning a Trip? Protect Your Children with a Kids Protection Plan

Planning a Trip? Protect Your Children with a Kids Protection Plan

As Spring Break approaches, followed by summer, you’re likely focused on planning the perfect getaway with your children – booking flights, reserving hotels, and … View Post
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The Hidden Truth About Settling a Loved One’s Estate

The Hidden Truth About Settling a Loved One’s Estate

When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. … View Post
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Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love

Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love

Love in the 21st century takes many forms, and for a growing number of couples, “forever” doesn’t always include a marriage license. While … View Post
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4 Estate Planning Myths That Put Your Loved Ones at Risk

4 Estate Planning Myths That Put Your Loved Ones at Risk

Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey … View Post
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Five Essential Steps to Protect Your Loved Ones in 2025

Five Essential Steps to Protect Your Loved Ones in 2025

You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging … View Post
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The Unexpected Challenges of Being an Estate Executor

The Unexpected Challenges of Being an Estate Executor

When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute assets according to their will … View Post
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Veterans: Your Legacy is Worth Protecting 

Veterans: Your Legacy is Worth Protecting 

As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military … View Post
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The Independent Contractor Dilemma: Navigating Risks and Rewards

The Independent Contractor Dilemma: Navigating Risks and Rewards

In today’s rapidly evolving “gig economy,” you might be torn between hiring full-time employees or independent contractors (ICs). This choice carries significant implications … View Post
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