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Estate Planning
Executing the Estate
Guides & Resources
Clearing the Legacy to Build Your Legacy: What a House Full of Antiques Taught Me About Business Growth
Heather Coffin
5 days ago
4 min read
That is mine per the memorandum/codicil.
Heather Coffin
Nov 3
2 min read
Understanding
Heather Coffin
Nov 3
2 min read
Letting Go of Guilt: The True Value of Non-Financial Legacies
Heather Coffin
Oct 25
2 min read
Understanding the Importance of Beneficiary Designations in Retirement Accounts
Heather Coffin
May 19
3 min read
Navigating Digital Assets in Estate Planning: What You Need to Know
Heather Coffin
May 15
4 min read
Navigating Business Ownership Interests in the Event of Death
Heather Coffin
May 13
3 min read
Key Topics to Consider for Effective Estate Administration
Heather Coffin
May 11
4 min read
Understanding the Steps to Close an Estate Efficiently
Heather Coffin
May 9
4 min read
Understanding the Essentials of Estate Distribution What You Need to Know
Heather Coffin
May 6
3 min read
Understanding the Process of Settling Final Taxes After a Loved One's Passing
Heather Coffin
May 4
4 min read
Exploring Grief Support Resources to Navigate the Journey of Loss
Heather Coffin
May 2
4 min read
What Happens When an Estate Falls Short of Covering Debts
Heather Coffin
May 2
3 min read
What to Expect When Notifying the Bank of a Deceased Individual
Heather Coffin
Apr 30
3 min read
Common Mistakes When Handling Mortgages After Death
Heather Coffin
Apr 28
3 min read
Essential Missteps to Avoid When Managing an Estate
Heather Coffin
Apr 27
4 min read
Navigating the Initial Steps After the Loss of a Parent
Heather Coffin
Apr 27
4 min read
Can You Ensure Lifelong Care for Your Furry Family Members? Exploring the Benefits of Planning a Pet Trust
Heather Coffin
Feb 16
4 min read
The Consequences of Neglecting to Update Your Will: A Closer Look at the Unknown Impact
Heather Coffin
Feb 6
3 min read
How to Strategically Grow and Protect Your Inheritance: Insider Insights on Estate Management
Heather Coffin
Jan 31
4 min read
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