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Year-End Tax-Saving Strategies for 20222
  • Post author:Sotera Anderson
  • Post published:December 5, 2022

Year-End Tax-Saving Strategies for 20222

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-saving strategies. By taking action now,…

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  • How Will A Recession Affect Your Family?
    • Post author:Sotera Anderson
    • Post published:November 28, 2022

    How Will A Recession Affect Your Family?

    As you’ve surely heard by now, we’re in the midst of great economic shifts, including a recession. The collapse of the crypto market, the roller coaster that is the stock…

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  • Disability Insurance – 7 Issues To Consider
    • Post author:Sotera Anderson
    • Post published:November 21, 2022

    Disability Insurance – 7 Issues To Consider

    If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or injury, disability insurance…

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  • Managing Digital Footprint After Death- Part 3
    • Post author:Sotera Anderson
    • Post published:November 14, 2022

    Managing Digital Footprint After Death- Part 3

    If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by…

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  • Managing Digital Assets After Death – Part 2
    • Post author:Sotera Anderson
    • Post published:November 10, 2022

    Managing Digital Assets After Death – Part 2

    If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by…

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  • Managing Digital Assets After Death – Part 1
    • Post author:Sotera Anderson
    • Post published:October 31, 2022

    Managing Digital Assets After Death – Part 1

    If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by…

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  • Trusts & Taxes -What You Need To Know
    • Post author:Sotera Anderson
    • Post published:October 26, 2022

    Trusts & Taxes -What You Need To Know

    People often come to us curious — or confused — about the role trusts play in saving on taxes . Given how frequently this issue comes up, here we’re going…

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  • 2022 Estate Plan Review / Checkup: Is your estate plan up to date?
    • Post author:Sotera Anderson
    • Post published:October 19, 2022

    2022 Estate Plan Review / Checkup: Is your estate plan up to date?

    This year,  Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital importance of not only preparing…

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  • ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2
    • Post author:Sotera Anderson
    • Post published:October 10, 2022

    ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2

    Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and Atlas Heche Tupper, age 13.  Last week, in…

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  • Anne Heche Dies With Conflict Around her Will – Part 1
    • Post author:Sotera Anderson
    • Post published:October 3, 2022

    Anne Heche Dies With Conflict Around her Will – Part 1

    Actress Anne Heche died this August following a tragic car #accident in which she plowed her #vehicle into a West Los Angeles home, where it burst into flames. After being…

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