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Articles from this author

Estate Planning — 6 min read
Did You Invest in Cryptocurrency for your Kids? Protect your Investment with Proper Estate Planning

Estate Planning — 3 min read
Claiming Your Parents as Dependents? Guide to the Caretake Tax Credit & Estate Planning Tips

News — 2 min read
Trust & Will Recognized in Four Categories at the 2025 WealthManagement.com Industry Awards

Estate Planning — 3 min read
Why Adopted Children Deserve a Clear Place in Your Estate Plan

Trusts — 5 min read
How To Prevent Trustee Embezzlement & Protect Your Trust

Estate Planning — 8 min read
Types of Tenancy & Your Estate Plan: 5 Things You Should Know

Estate Planning — 3 min read
Celebrate Dad by Talking About Estate Planning

Financial Advisors — 3 min read
Why Estate Planning is the New Must-Have in Financial Planning—And Clients Know It

Financial Advisors — 3 min read
How The Table Empowers Military Families and Clients Across the Globe with Modern Estate Planning