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Why Thanksgiving Is the Perfect Time to Reflect on Family and Your Estate Plan
Thanksgiving is one of the few times of the year when families gather in the same place, share a meal, and reconnect. Between the laughter, the stories, and maybe even a little chaos, these moments highlight what truly matters most: the people we love. Being around family often brings life’s big-picture questions into focus, questions about the future, about protection, and about how we can take care of one another long after the holiday ends. That’s why Thanksgiving can also

Kara Verby
Nov 26, 20251 min read


Estate Planning Tips for Blended Families: Ensuring Everyone is Covered
Estate Planning Tips for Blended Families: Ensuring Everyone is Covered
Holly Kuklenski
Sep 2, 20253 min read


Understanding No-Contest Clauses in Wills and Trusts
Understanding No-Contest Clauses in Wills and Trusts
Holly Kuklenski
Jun 10, 20252 min read


Changes to the Federal Estate Tax
The federal estate tax, also known as the "death tax", is a tax on inherited assets. In 2023, this tax applied to assets over 12.92...

Kara Verby
Jan 25, 20241 min read


What Are My Duties and Responsibilities as a Trustee?
First and most importantly, a Trustee is a fiduciary. This means that the Trustee must act on behalf of the best interests of the...

Kara Verby
Jan 24, 20241 min read
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