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Planning for Stepchildren and Step-Grandchildren

Amanda Rocha 12/22/20 Amanda Rocha 12/22/20

Planning for Stepchildren and Step-Grandchildren

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Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

Amanda Rocha 12/17/20 Amanda Rocha 12/17/20

Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

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What To Do When a Disability Turns Your Estate Plan Upside Down

Ambra Piñol 12/15/20 Ambra Piñol 12/15/20

What To Do When a Disability Turns Your Estate Plan Upside Down

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How Does My Annuity Fit In With My Estate Plan?

Amanda Rocha 11/27/20 Amanda Rocha 11/27/20

How Does My Annuity Fit In With My Estate Plan?

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Reverse Mortgages & Estate Planning

Amanda Rocha 11/24/20 Amanda Rocha 11/24/20

Reverse Mortgages & Estate Planning

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When Your Doctor Says to “Get Your Affairs in Order”…

Amanda Rocha 11/19/20 Amanda Rocha 11/19/20

When Your Doctor Says to “Get Your Affairs in Order”…

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Why Real Estate Title Matters

Amanda Rocha 11/17/20 Amanda Rocha 11/17/20

Why Real Estate Title Matters

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529 Plans…What You Should Know

Amanda Rocha 11/12/20 Amanda Rocha 11/12/20

529 Plans…What You Should Know

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Life Events that Require an Immediate Estate Plan Update

Amanda Rocha 11/10/20 Amanda Rocha 11/10/20

Life Events that Require an Immediate Estate Plan Update

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Life Estates: A Gift for the Duration of Another’s Life

Amanda Rocha 10/29/20 Amanda Rocha 10/29/20

Life Estates: A Gift for the Duration of Another’s Life

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5 Concrete Reasons to Protect Your Retirement Accounts Now

Amanda Rocha 10/27/20 Amanda Rocha 10/27/20

5 Concrete Reasons to Protect Your Retirement Accounts Now

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How to Leave Your Life Insurance and Retirement Plan to Your Minor Children

Amanda Rocha 10/22/20 Amanda Rocha 10/22/20

How to Leave Your Life Insurance and Retirement Plan to Your Minor Children

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How to Assist a Loved One With Mental Illness

Ambra Piñol 10/20/20 Ambra Piñol 10/20/20

How to Assist a Loved One With Mental Illness

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What’s the Deal with Long-Term Care?

Amanda Rocha 10/13/20 Amanda Rocha 10/13/20

What’s the Deal with Long-Term Care?

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Be Proactive; Don’t Let Creditors Inherit from You

Amanda Rocha 10/8/20 Amanda Rocha 10/8/20

Be Proactive; Don’t Let Creditors Inherit from You

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What Happens to Your Debt When You Pass Away?

Amanda Rocha 10/6/20 Amanda Rocha 10/6/20

What Happens to Your Debt When You Pass Away?

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How to Avoid Family Fights over Your Property

Ambra Piñol 10/1/20 Ambra Piñol 10/1/20

How to Avoid Family Fights over Your Property

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New Baby? Now is the Time to Create Your Estate Plan

Amanda Rocha 9/29/20 Amanda Rocha 9/29/20

New Baby? Now is the Time to Create Your Estate Plan

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How Assisted Reproductive Technology (ART) and Estate Planning Collide

Amanda Rocha 9/22/20 Amanda Rocha 9/22/20

How Assisted Reproductive Technology (ART) and Estate Planning Collide

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Protecting Your Children’s Inheritance When You are Divorced

Amanda Rocha 9/17/20 Amanda Rocha 9/17/20

Protecting Your Children’s Inheritance When You are Divorced

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