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Trusts & Taxes - What You Need To Know
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...
Lauryn Lauderdale
Nov 11, 20225 min read


5 SMART WAYS TO PAY FOR YOUR FUNERAL THAT WON’T LEAVE YOUR FAMILY TO FOOT THE BILL
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan...
Lauryn Lauderdale
Nov 4, 20225 min read


Can I Tap Into My Retirement Savings To Pay For My Child's College Education?
Q: Can I tap into my retirement savings to pay for my child’s college education? — Pondering Parent A: Dear Pondering, If your kids will...
Lauryn Lauderdale
Oct 28, 20221 min read


Protecting Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they...
Lauryn Lauderdale
Sep 6, 20226 min read


How Estate Planning Can Reduce The High Cost Of Dying—Part
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...
Lauryn Lauderdale
Jul 18, 20225 min read
5 Common Estate Planning Concerns For Your Second (Or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
Lauryn Lauderdale
Jul 11, 20226 min read


What You Need to Know About Collecting Life Insurance Proceeds
If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...
Lauryn Lauderdale
Jul 1, 20226 min read


3 Reasons Why Single Folks With No Children Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of...
Lauryn Lauderdale
Jun 17, 20226 min read


Updating Your Estate Plan For Divorce: 5 Changes To Make
Even if the process is amicable, divorce can be one of life's most stressful events. With so many major changes taking place, it’s easy...
Lauryn Lauderdale
Jun 10, 20226 min read








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