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Four Ways to Set Yourself Up for Success In Your New Job

Congratulations on your new job!

Getting a job begins a major chapter in your life. As you navigate this new territory, we are here to help ensure a prosperous transition. To protect the future you are creating, you need proper financial and estate planning.

As you move through this new phase of your life, there are several...

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Online Estate Planning? Things to Think About

Call me old-fashioned, but I think estate planning should involve a personalized and continuing relationship, not a transaction.

While some may prefer to use low-cost websites or software because they are more concerned about price than value, think about what they won't be getting. Can LegalZoom or other online providers:
  • Look you in the eye or shake your hand?
  • ...
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Ways to Leave Your Real Estate to Your Loved Ones (and the Pros and Cons)

Owning real estate continues to be a very popular investment vehicle for individuals and couples alike.

One attractive feature of investing in real estate is that investment property can also double as a personal residence. In other cases, real estate investments may be rental, recreational, commercial, or farm properties. Whatever the case, it is important to...
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My Loved One Has Died: As Their Heir or Beneficiary, Do I Need an Attorney?

You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness, you receive a notice from the attorney handling Aunt Melba's affairs stating that you are a beneficiary. Your best friend advises you to get an attorney. What should you do? Will Aunt Melba's attorney help...

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