Be Ready for a Vacation with Your Estate Planning Documents!

Preparing Estate Planning Documents Before Going on Vacation Is a Must!

Planning a vacation is an exciting time, but it’s also an opportunity to ensure that your affairs are in order, particularly when it comes to estate planning documents. Taking the time to prepare these documents before you leave can provide peace of mind and protect your loved ones in case the unexpected happens. Here’s a…

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how to scan a document with my phone

How to Scan a Document With an iPhone or Android

In today’s fast-paced digital world, the need to quickly and efficiently scan documents has become increasingly important. Whether you’re a student needing to submit assignments, a professional handling business paperwork, or someone who simply wants to digitize personal records, having the ability to scan documents with your phone can be a game-changer. With advancements in…

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Why You NEED an Estate Plan In Your 20s and 30s

If you think estate planning is just for the old and wealthy, you are way off. Estate Planning in your 20s and 30s will build the foundation you need. Be confident that your assets are safe, your healthcare will be managed, and that your children’s future is secure. Doing a substantial amount of research into…

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recorded deed notice

Beware: Recorded Deed Notice Scams on the Rise

In recent months, homeowners across the country have fallen victim to a new wave of scams targeting property owners. One of the latest schemes involves fraudulent “recorded deed notices” sent via mail or email, purporting to be official documents requiring immediate action. These deceptive notices, which often have a return address of “Washington, D.C.” with…

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real estate commission

Real Estate Agent Commission Changes 2024

In a monumental development that could reshape the landscape of real estate transactions across the nation, the National Association of Realtors (NAR) has reached a settlement that addresses the changes in the commission structure for real estate agents. The National Association of Realtors lost a $1.8 billion jury verdict last year and was facing other lawsuits…

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Estate planning for women

Focusing on Estate Planning for Women: A Comprehensive Guide

Estate planning is a critical aspect of financial management that often gets overlooked; however, given the unique challenges and responsibilities women face throughout their lives, effective estate planning is essential for ensuring financial security, protecting assets, and providing for loved ones. In this article, we’ll explore the importance of estate planning for women, common considerations,…

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Secure Act 2.0

Secure Act 2.0 Changes for Beneficiaries and How it Will Affect Children who Inherit

In December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act marked a pivotal moment in retirement planning, introducing substantial revisions to beneficiary distribution rules. However, its impact was swiftly eclipsed by the onset of a global pandemic, diverting attention from its provisions. Now, with the nation gradually shifting focus beyond the pandemic’s…

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capital gains tax

How To Avoid Capital Gains the RIGHT Way

Even though it’s the shortest month of the year (even during a Leap Year!), February brings forth many significant milestones. Those of us in the northeast eagerly await the Groundhog’s report hoping for warmer days ahead, many people think of February as the month of love with Valentine’s Day on the 14th, it is often…

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