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What's Your Inheritance Wish List? Asking Heirs to Decide What They Want Left to Them.
Did you ask or assumed?
Heather Coffin
Dec 26, 20232 min read
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Digital Family Memory Book: Preserving Your Legacy
In the digital age, creating a family memory book has taken on a new dimension. It's not just about flipping through dusty photo albums...
Sharlene Lindsay
Dec 8, 20233 min read
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Executor's Checklist: Essential Tasks for Effectively Managing an Estate
Being appointed as the executor of an estate is both an honor and a significant responsibility. As the designated individual entrusted...
Heather Coffin
Dec 8, 20232 min read
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Settling Debts with Care: How to Pay Debts of an Estate
Now that the funeral is done the Administration of executing the will! This part is a long and tedious part of an executor's job. To...
Heather Coffin
Dec 8, 20233 min read
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Because Even Your Bucket List Needs a Plan!
Well, we've got just the thing to turn those imaginative musings into a well-organized plan – our Final Wishes Worksheets!
Heather Coffin
Nov 27, 20231 min read
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Crafting Your Legacy: The Importance of Creating a Last Will and Testament
In the grand tapestry of life, each of us weaves a unique story. And just as we meticulously craft the chapters of our existence, we must...
Sharlene Lindsay
Nov 13, 20233 min read
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A Comprehensive Guide to Estate Planning: Everything You Need to Know
Estate planning is an important but often overlooked aspect of personal financial planning. With a properly constructed estate plan, you...
Sharlene Lindsay
Nov 13, 20235 min read
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