Adulting, Made Easier – Stories & Straight Talk

Quick reads, helpful tips, and honest breakdowns of what you need to know.

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Estate Planning, Financial Planning Design Team Estate Planning, Financial Planning Design Team

Could $23,000 Change Your Life?

Picture this: you stumble upon a treasure trove of cash that rightfully belongs to you, only to learn that you can't access it. This is known as “unclaimed property” — money that’s yours but has been turned over to the government without your awareness. Believe it or not, this happens more frequently than you might imagine. Discover the details.

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Estate Planning, Financial Planning Design Team Estate Planning, Financial Planning Design Team

Could You Fall Victim to This Million-Dollar Mistake?

Picture this: You’re in your twenties, completing a form at your job, and designating your partner as the beneficiary of your retirement account. Fast forward 28 years—you’ve moved on, experienced life to the fullest, and then passed away, leaving your former partner with your now-million-dollar retirement savings. Sounds unbelievable? Think again. Read on to find out more.

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Kids Protection Plan, Estate Planning Design Team Kids Protection Plan, Estate Planning Design Team

They're All Grown Up! Guiding Your Child's Leap into Adulthood

Once your child turns 18, they're legally deemed an adult, despite having much more growing up to do (even if they might not agree!). At this stage, privacy laws protect their health and financial information, just like any other adult. However, with some proactive planning, you can still provide the support they need. Read more.

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Estate Planning Design Team Estate Planning Design Team

A Guide to Estate Planning for Non-Biological Parents in the LGBTQIA+ Community: Protecting Your Family During Pride Month

Celebrate Pride and reflect on progress made for the LGBTQIA+ community this June. As a non-biological parent in the LGBTQIA+ community, it's important to be aware of the ongoing fight for full equality. One area that might require attention is ensuring your parental rights are legally protected, especially if you are a non-biological parent. Learn more about this and find valuable information here.

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