Insights on Estate Planning and Beyond

Explore our blog for invaluable information on estate and financial planning — including updates on estate law, protecting your assets, and details about our estate planning workshops.

Can Estate Planning Help Shield Assets from Dollar Erosion?

While the primary focus of estate planning remains the efficient and thoughtful transfer of your assets, its inherent principles of diversification, long-term thinking, flexibility, and cost minimization may provide a significant measure of protection against the potential erosion of the dollar's value.

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Rod Yancy
April 21, 2025
Rod Yancy
March 3, 2025

Tax Season & Estate Planning: Two Sides of the Same Coin

Instead of just tackling taxes, why not leverage this time to also secure your family's future? Consider how your current assets will translate into your legacy, and if your estate plan truly reflects your wishes.

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Rod Yancy
February 24, 2025

The Power of Fiduciary Advice in Estate and Financial Planning

Protect your financial and legal future. Discover why choosing a fiduciary—a legal and ethical guardian of your best interests—is the right move.

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Alec Spring
February 21, 2025

Staying Safe in a World of Scams: A Financial Advisor's Perspective

Familiarize yourself with common scams targeting your credit cards, bank accounts, and personal information to protect your finances in today's digital world.

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Katherine Parmer
December 15, 2024

Top 5 Estate Planning Attorneys in Tulsa, OK

Estate planning is essential for protecting your legacy, ensuring your loved ones are cared for, and planning for the future.

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Elizabeth Erickson
December 15, 2024

Top 5 Estate Planning Attorneys in Southfield, MI

Estate planning is an essential process to safeguard your assets, honor your wishes, and provide for your loved ones.

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Demi Allen
December 15, 2024

Top 5 Estate Planning Attorneys in South Austin, TX

Estate planning is a crucial step to ensure your assets are distributed according to your wishes, your loved ones are cared for, and your future is secure.

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December 15, 2024

Top 5 Estate Planning Attorneys in Salt Lake City, UT

Creating a comprehensive estate plan is an essential step to ensure your assets are distributed according to your wishes and your loved ones are protected.

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Rachel Reinke
December 15, 2024

Top 5 Estate Planning Attorneys in Round Rock, TX

Estate planning is an important process that ensures your assets are protected, your wishes are honored, and your loved ones are cared for.

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Sephora Tshiswaka
December 15, 2024

Top 5 Estate Planning Attorneys in Plano, TX

Estate planning is a crucial step in securing your legacy, protecting your assets, and ensuring your loved ones are provided for. In Plano, TX, a variety of skilled attorneys offer estate planning services tailored to meet individual needs.

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