Key insights,
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Explore expert insights, practical tips, and helpful resources to guide you through estate planning and administration.

Your Will Shouldn’t Be a Mad Lib: The Case for Quality Estate Planning

August 1, 2025

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How the New Trump Tax Bill Impacts Estate Planning and 529 Education Savings Plans

July 8, 2025

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Meet Herbie: The Modern Solution to Easy, Affordable Estate Planning

June 30, 2025

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Will Prep Checklist: Everything you need to start your Will

June 27, 2025

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Revocable Living Trusts: Benefits for All, Not Just the Wealthy

April 1, 2025

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What’s Probate and Why Should I Avoid It?

February 15, 2025

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Beyond the Will: The Many Ways Your Assets Get Distributed

December 1, 2024

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Herbie’s Top 10 Times to Make or Review Your Estate Plan

November 15, 2024

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What’s an Estate Plan? Gathering the Pieces

November 1, 2024

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