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Probate: The Most Misunderstood Part of Estate Planning

Probate: The Most Misunderstood Part of Estate Planning

Let’s talk about probate. You’ve probably heard the term before, but do you actually know what it means? If not, you’re in good company. A 2024 national study found that only 65% of Americans can even define probate, and more than a third openly admit they don’t understand it at

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Never Assume a Will Avoids Probate—Because It Doesn’t

Never Assume a Will Avoids Probate—Because It Doesn’t

“But we had a will. Doesn’t that mean we get to skip probate?” I hear this all the time. And unfortunately, it’s one of the most common (and costly) misunderstandings families face after someone passes away. Let’s clear it up right now: A will does not help you avoid probate.

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Don’t Wait for a Diagnosis to Talk About Long-Term Care

Don’t Wait for a Diagnosis to Talk About Long-Term Care

We thought we had more time. Then Mom fell. And just like that, we were in full-blown crisis mode—scrambling to find care, figuring out what she would’ve wanted, and trying not to panic over the cost. Sound familiar? It’s how this goes for most families. One day, everything’s fine. Next,

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Caught in the Middle? Estate Planning Tips for the Sandwich Generation

Caught in the Middle? Estate Planning Tips for the Sandwich Generation

Let’s be real—being in your 40s or 50s isn’t exactly the breezy midlife cruise you imagined, right? You’re raising kids, checking homework, managing work stress, and somewhere in between, helping your aging parents navigate doctor visits, medications, and financial uncertainty. Welcome to the sandwich generation—that not-so-exclusive club of adults caught

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The 5 Signs You Need Medicaid Planning

The 5 Signs You Need Medicaid Planning

…and Why Waiting Might Cost You More Than You Think Let’s be honest: “Medicaid planning” doesn’t exactly scream Friday night fun. Most people hear it and think, “That’s for later.” But here’s the deal: later can come at you fast, especially when a loved one’s health takes a turn. At

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