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As we grow older, it’s natural for the roles within our family to shift, and many of us find ourselves stepping into the role of caregivers for our aging parents.

Estate planning is beneficial for anyone looking to secure their financial future and ensure their assets are distributed according to their wishes after they pass away. This process becomes even

Pay-on-death (POD) accounts, also known as transfer-on-death (TOD) accounts for securities and other assets, provide a straightforward mechanism for account holders to pass assets directly to beneficiaries upon their death,

Choosing a guardian for your minor children is a fundamental step in estate planning. It ensures that your children are cared for by someone who shares your values and can

You may have encountered numerous advertisements online or seen commercials promoting do-it-yourself estate planning. These ads often suggest that the process is straightforward, easily manageable with just a few clicks,

🌟 Exciting News! 🌟 We are thrilled to share that our very own Gregory Herman-Giddens was recently a featured guest on the podcast, “At the Round Table with Trust, Estate