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Charitable Giving Through Your Estate Plan
Many of us have causes, organizations, or institutions that are near and dear to our hearts. We may make regular contributions to them...
Tulin Ozdeger
Apr 23 min read
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4 Ways to Avoid Probate
When people hear the word “probate,” they often associate it with a long, drawn-out process filled with problems. While that certainly is...
Tulin Ozdeger
Feb 263 min read
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It's All About Love
With Valentine’s Day almost here and all of the expressions of love that come with it, I thought it would be worthwhile to look at the...
Tulin Ozdeger
Feb 72 min read
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New Year, New Goals
January can be a great time to make some changes for the year ahead! If you have retirement or college savings goals for this year,...
Tulin Ozdeger
Jan 92 min read
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5 Planning Steps to Take Before the Year’s End
December is here, which is a good time to take stock of your planning before the end of the calendar year. Here are 5 steps you should...
Tulin Ozdeger
Dec 3, 20243 min read
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When to Update Your Estate Plan
With so many demands on our time, it can be hard to keep track of everything on our plates. Sometimes we put our planning for the future...
Tulin Ozdeger
Nov 13, 20243 min read
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Using Life Insurance in Your Estate Plan
When people think of life insurance, they frequently imagine providing resources to replace loss of income for their family should...
Tulin Ozdeger
Oct 28, 20243 min read
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Things you might not know about 529 accounts
If you are a parent or grandparent, you’ve most likely heard of 529 accounts. With the rising cost of college tuition, families are...
Tulin Ozdeger
Oct 1, 20244 min read
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Young Adults Need Planning Too
As the days of summer start to wind down, many families' attentions turn to seeing their young adult children off to college or work. And...
Tulin Ozdeger
Jul 24, 20242 min read
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What You Need to Know About Taxes & Estate Planning
When making your estate plan, you want to be aware of the various taxes that come into play in relation to your estate. Depending on your...
Tulin Ozdeger
Jun 17, 20242 min read
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Thinking about Long-Term Care
According to the U.S. Administration for Community Living, 70 percent of people who reach the age of 65 will need some sort of long-term...
Tulin Ozdeger
Jun 17, 20243 min read
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Making sure your minor children are protected
When you are a parent of minor children, you need a few extra things in your estate plan to make sure your kids are taken care of no...
Tulin Ozdeger
Apr 6, 20243 min read
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When to use a revocable living trust in your estate plan
A revocable living trust may make sense in your estate plan, depending on your assets and circumstances. A revocable living trust is a...
Tulin Ozdeger
Mar 12, 20243 min read
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Give your kids a head start
Did you know that the babysitting money your child is earning could help fund their retirement? I know that many of us with school-aged...
Tulin Ozdeger
Mar 5, 20244 min read
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Something you should have in place right now
Possibly the most important legal document you should have in place right now is a durable power of attorney. Without one, you could...
Tulin Ozdeger
Feb 20, 20242 min read
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A gift for your loved ones
When people think of gifts to their family or loved ones, legal documents are not usually on the top of the list. But, putting certain...
Tulin Ozdeger
Jan 29, 20242 min read
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What is an estate plan?
You don't have to be uber wealthy to need an estate plan. In fact, any adult over the age of 18 should have one in place. When you take...
Tulin Ozdeger
Jan 29, 20242 min read
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