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DIY Estate Planning Mistake #1: Forgetting the Self-Proving Affidavit
In this article, we explore one of the most common errors we see in the DIY estate planning process: forgetting the self-proving affidavit.
Get the Most from Your Long-Term Care Insurance
How do you get the most from your long-term care insurance? How do you avoid leaving benefits on the table? Robin Lacrimosa explains.
Public Benefits & Tax Updates for the New Year
This article gives you a quick recap of four major changes that have the potential to impact our clients.
