Category: Estate Planning

Just Married: Newlywed Estate Planning Cheat Sheet

I’ve had a slew of clients adding “wedding” to their list of goals. Is their 20-something child even engaged yet – not necessarily, they just want to be prepared when the special day comes. But a part from funding the day, there is plenty else to consider as two become one.

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Newborn Considerations

Congratulations!! Now let’s get down to business. There is often so much excitement, joy, and preparation for the baby’s first week home that we can

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