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The 9 Rules for Selecting a Financial Advisor
October 4, 2023
Estate Planning

The 9 Rules for Selecting a Financial Advisor

Selecting a financial advisor is a profound decision, akin to choosing a co-pilot for your financial journey.

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9 Tips to Consider When Selecting a Tax and Estate Attorney
October 4, 2023
Estate Planning

9 Tips to Consider When Selecting a Tax and Estate Attorney

Selecting the right tax and estate attorney is a meticulous process, deserving time and research.

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Avoid These 9 Pitfalls When Organizing Your Estate
October 4, 2023
Estate Planning

Avoid These 9 Pitfalls When Organizing Your Estate

Here, we delve into common mistakes to avoid in the estate planning journey.

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Everything You Need to Know About Organizing Your Estate
October 4, 2023
Estate Planning

Everything You Need to Know About Organizing Your Estate

Everything you need to know about organizing your estate into eight bite-sized points.

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The Essential Forms You Need to Complete the Estate Organization Process
October 4, 2023
Estate Planning

The Essential Forms You Need to Complete the Estate Organization Process

The forms in Before I Croak provide simple, practical support for the widest range of estate organization.

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9 Reasons Why Proper Estate Organization Should Never Be an Afterthought.
September 20, 2023
Estate Planning

9 Reasons Why Proper Estate Organization Should Never Be an Afterthought.

Proper estate organization is essential for families to ensure the protection and smooth transfer of assets.

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Why we donate 10% of profits to Savvy Ladies®, a 501(c)(3) non-profit organization dedicated to bringing free financial planning education to women.
October 4, 2023
News

Why we donate 10% of profits to Savvy Ladies®, a 501(c)(3) non-profit organization dedicated to bringing free financial planning education to women.

The empowerment of women is a crucial societal goal.

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The only system you will need so your spouse, beneficiaries, executor, and trustee can understand, with minimal effort, what you have, where it is, and what you want to do with it.
July 8, 2023
Estate Planning

The only system you will need so your spouse, beneficiaries, executor, and trustee can understand, with minimal effort, what you have, where it is, and what you want to do with it.

The stories are difficult to hear and everyone has them.

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