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Charitable bequests are a powerful way to leave a legacy while supporting causes that matter to you. This newsletter aims to inform you about the importance of charitable bequests, how they work, and the benefits they offer both donors and… Read More »Lesson Learned: Understanding Charitable Bequests: A Path to Lasting Impact
When it comes to estate planning, married couples have a clear set of legal rights and protections. However, for couples who are not married, the situation is more complex. Understanding the potential consequences of not being married can help you… Read More »Lesson Learned: Protecting Your Future: Estate Planning Essentials for Non-Married Couples
The death of a loved one is incredibly difficult. Handling the arrangements can be overwhelming and stressful. Not to mention handling their assets and financial matters. Here are 8 tips to assist you with tasks that could help transfer their… Read More »Lesson Learned: 8 Tips for Handling the Financial Affairs of a Deceased Loved One
