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How to Prepare for Emergencies When You Have a Child with Special Needs
Life is unpredictable, and when you have a child with special needs, the stakes are even higher. You know your child’s routine, medical...
Suzana Das
1 day ago4 min read
2 views
0 comments

Why Reviewing Your Trust Regularly Isn't Optional—It's Essential
Y ou've taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about...
Suzana Das
3 days ago5 min read
4 views
0 comments

Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits
Imagine this: You've spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and...
Suzana Das
Mar 276 min read
6 views
0 comments

Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Love in the 21st century takes many forms, and for a growing number of couples, "forever" doesn't always include a marriage license....
Suzana Das
Mar 196 min read
11 views
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Planning a Trip? Protect Your Children with a Kids Protection and Guardianship Plan
As Spring Break approaches, followed by summer, you're likely focused on planning the perfect getaway with your children - booking...
Suzana Das
Mar 124 min read
16 views
0 comments

Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their...
Suzana Das
Mar 55 min read
16 views
0 comments

Divorce and Special Needs Estate Planning: Maintaining Stability Through Change
Divorce brings significant changes to any family's dynamic, but when you have a child with special needs, the stakes are even higher....
Suzana Das
Feb 284 min read
22 views
0 comments

Estate Planning During Divorce: Lessons from Shannen Doherty's Legacy
The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for...
Suzana Das
Feb 274 min read
22 views
0 comments

The Unexpected Challenges of Being an Estate Executor
When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility - distribute assets...
Suzana Das
Feb 215 min read
25 views
0 comments

The Valentine's Gift That Truly Matters
As Valentine's Day approaches, you might be thinking about flowers, chocolates, or a romantic dinner. And hey, those are all great (who...
Suzana Das
Feb 124 min read
10 views
0 comments

Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future
When you create an estate plan that includes a living trust, you've taken an essential step toward protecting your home and family from...
Suzana Das
Feb 54 min read
33 views
0 comments

A Business Owner’s Guide to Special Needs Estate Planning
Running a business while caring for a child with special needs requires careful juggling of responsibilities. When it comes to estate...
Suzana Das
Jan 314 min read
16 views
0 comments

National Unclaimed Property Day: Why Estate Planning is More Than Just Documents
Every year on February 1st, we observe National Unclaimed Property Day - a reminder of the staggering $60 billion in forgotten and...
Suzana Das
Jan 295 min read
24 views
0 comments

From Preparation to Recovery: When Disaster Strikes
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all...
Suzana Das
Jan 236 min read
26 views
0 comments

4 Estate Planning Myths That Put Your Loved Ones at Risk
Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate...
Suzana Das
Jan 156 min read
16 views
0 comments

Five Essential Steps to Protect Your Loved Ones in 2025
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging...
Suzana Das
Jan 85 min read
35 views
0 comments

Digital Assets and Special Needs Planning: Protecting Your Child's Online World
In today's connected world, your child with special needs likely depends on numerous digital tools and resources. These digital assets...
Suzana Das
Jan 34 min read
19 views
0 comments

Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference....
Suzana Das
Jan 25 min read
28 views
0 comments

Actions to Take Before 2024 Ends to Qualify for Specific Tax Credits
The end of the year can feel overwhelming, but it’s also a time to set yourself up for credits and deductions that can put real money...
Suzana Das
Dec 26, 20244 min read
25 views
0 comments

Year-End Options for Giving to Charity
The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan...
Suzana Das
Dec 18, 20245 min read
22 views
0 comments
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