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Common Estate Planning Questions Part 2 of 2
When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what...
Suzana Das
Dec 11, 20246 min read
16 views
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How to Build Your Child’s Voice Into Your Estate Plan
As a parent of a child with special needs, you've spent countless hours making decisions to help your child thrive. You've advocated at...
Suzana Das
Dec 6, 20245 min read
23 views
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Common Estate Planning Questions Part 1 of 2 - On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account...
Suzana Das
Dec 4, 20246 min read
46 views
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Lessons from Tony Bennett's Estate Battle
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family...
Suzana Das
Nov 27, 20246 min read
22 views
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Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the...
Suzana Das
Nov 20, 20245 min read
11 views
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The Hidden Truth About Settling a Loved One’s Estate
When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs....
Suzana Das
Nov 13, 20245 min read
21 views
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Overcoming Resistance to Estate Planning When You Have a Child With Special Needs
As a parent of a child with special needs, you face unique challenges every day. You've mastered the art of juggling doctor's...
Suzana Das
Nov 8, 20244 min read
12 views
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Veterans: Your Legacy is Worth Protecting
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your...
Suzana Das
Nov 6, 20245 min read
19 views
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Shelley Duvall and What We Can All Learn From Her Death
Shelley Duvall, best known for her role as Wendy Torrance in The Shining , passed away recently at the age of 75. While her acting legacy...
Suzana Das
Oct 30, 20245 min read
14 views
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Common Estate Planning Myths Debunked
October 21-27 is National Estate Planning Awareness Week, which means it's time to shed light on this often misunderstood and frequently...
Suzana Das
Oct 23, 20247 min read
32 views
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A Comprehensive Guide to Disaster Preparedness
In today's world, where natural disasters and unforeseen events can disrupt our lives at a moment's notice, preparedness is no longer a...
Suzana Das
Oct 15, 20245 min read
20 views
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Navigating End-of-Life Care: Lessons from a Daughter's Tragic Experience
In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. And when...
Suzana Das
Oct 8, 20246 min read
24 views
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Guardianship and Conservatorship: A Guide for Parents of Children with Special Needs
As a parent or caregiver of a child with special needs, it's essential to consider the future and plan for a time when you may no longer...
Suzana Das
Oct 3, 20245 min read
115 views
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A Power of Attorney May Not Be What You Think
If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney."...
Suzana Das
Oct 1, 20246 min read
14 views
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Preventing Family Feuds Over Your Personal Belongings
The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the aftermath can become even more painful if...
Suzana Das
Sep 24, 20247 min read
33 views
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Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of Friends , passed away last year, the world mourned the loss of a comedic icon. However, as...
Suzana Das
Sep 17, 20246 min read
44 views
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What Do Lasagna and Estate Planning Have in Common?
Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after...
Suzana Das
Sep 10, 20246 min read
24 views
0 comments

3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful,...
Suzana Das
Sep 3, 20245 min read
25 views
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Labor Day Reflections and Your Legacy
Labor Day, observed in the United States on the first Monday in September, is not only the unofficial end of summer but also a...
Suzana Das
Aug 27, 20247 min read
15 views
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How Beneficiary Designations Put Your Family at Risk
You've worked hard to build your assets and secure your family's future. Like many responsible adults, you've named beneficiaries on your...
Suzana Das
Aug 20, 20246 min read
30 views
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