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Vincent Chambers, Esq.
Dec 7, 20226 min read
My Parent Has Dementia – What Do I Do?
A few steps you can take when your parent has dementia.
29 views
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Matthew Davis, CFP®
Dec 7, 20224 min read
Prompting Difficult Conversations With Your Parents
Partners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.
42 views
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Vincent Chambers, Esq.
Nov 9, 20224 min read
Five Reasons You Should Have a Trust
You’d be hard-pressed to find a situation where having a trust is a “bad idea” – 5 reasons why a trust is a vital part of an estate plan.
64 views
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Yvonne Darby
Nov 9, 20223 min read
What You Need to Know about the Social Security Benefit Increase
Understand how the 8.7% Social Security increase will impact you.
39 views
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Hannah Boundy, CFA®, CFP®
Nov 8, 20225 min read
It’s All Gravy: 5 Tips for Building a Contented Legacy Plan
Five tips for discovering a contented retirement.
33 views
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Hannah Boundy, CFA®, CFP®
Oct 12, 20224 min read
Weathering a Downturn for an Enduring Legacy
As we prepare for continued volatility, we want to share some of our thoughts on the economy to help you weather this current environment.
37 views
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Yvonne Darby
Sep 14, 20222 min read
How to Find the Right College Savings Plan for your Family: 529 vs. Coverdell ESA
When savings for kid’s college, consider the pros and cons of a Coverdell ESA vs. a 529 Plan.
42 views
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Vincent Chambers, Esq.
Sep 14, 20226 min read
Defining the Different Estate Planning Documents
An overview of the most common estate planning documents: revocable trust, will, power of attorney, and advance health care directive.
67 views
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