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When to Review or Revise your Estate Documents

When to Review or Revise your Estate Documents

by clover_1xhypr | Jan 19, 2026 | Trustee, Trusts, Wills

When to Review or Revise your Estate Documents There are certain times when you should consider reviewing your estate documents to determine if they still meet your needs.  Sometimes it is based on specific relationship and life events, such as marriage, divorce,...
How Your Estate Planning Can Help Charities You Care About

How Your Estate Planning Can Help Charities You Care About

by clover_1xhypr | Jan 14, 2026 | Estate Planning, Trusts, Wills

How Your Estate Planning Can Help Charities You Care About Making a gift to a charitable organization is a meaningful and impactful decision – one that can benefit both the causes you care about and your financial and estate planning goals. While the decision of how...
Estate Planning When Your Spouse Isn’t On Board: What to Do

Estate Planning When Your Spouse Isn’t On Board: What to Do

by clover_1xhypr | Jan 14, 2026 | Estate Planning, Trusts, Wills, Women Estate Planning

Estate Planning When Your Spouse Isn’t On Board: What to Do If you are ready to begin estate planning, but are getting resistance from your spouse, you may be wondering if you should go it alone.  Although addressing your combined estate and goals is helpful, you can...
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