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Articles from this author

Estate Planning — 4 min read
How the Step-Up in Basis Loophole Works

Estate Planning — 4 min read
Joint Tenants vs Community Property with Right of Survivorship

Estate Planning — 3 min read
4 Ways Estate Planning Brings You Closer To Your Loved Ones

Estate Planning — 4 min read
The New Green Book for Dummies & What It Means For Estate Planning

End of Life Planning — 4 min read
Pet Cremation & 5 Creative Ideas for Remembering Your Pet

Estate Planning — 2 min read
The Virtual Revolution

Estate Planning — 4 min read
Is Gen Z Driving Changes in the Estate Planning Industry?

Estate Planning — 3 min read
Why Female Breadwinners Should Prioritize Estate Planning

News — 5 min read
From CEO Cody Barbo: 2021 Reflections & 2022 Projections