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Free Estate Planning Checklist: Secure Your Legacy, Protect Your Family, & Avoid Probate

Are you ready to take control of your legacy and guarantee your loved ones avoid unnecessary probate delays, legal fees, or inheritance disputes? Our...
Michael Ryan

A/B Trusts vs. Portability: A 2026 Planner’s Guide After the “One Big Beautiful Bill Act”

Free Estate Planning Checklist: Secure Your Legacy, Protect Your Family, & Avoid Probate

Are you ready to take control of your legacy and guarantee your loved ones avoid unnecessary probate delays, legal fees, or inheritance disputes? Our...

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Free Estate Planning Checklist: Secure Your Legacy, Protect Your Family, & Avoid Probate

Are you ready to take control of your legacy and guarantee your loved ones avoid unnecessary probate delays, legal fees, or inheritance disputes? Our...

A/B Trusts vs. Portability: A 2026 Planner’s Guide After the “One Big Beautiful Bill Act”

For years, I sat with successful couples; doctors, business owners, executives. Who all shared a common, urgent fear: the 2026 estate tax "sunset." They...

How Much Does a Living Trust Cost To Set Up? A Comprehensive Guidew

When it comes to estate planning, setting up a living trust can be a vital step to secure your family's financial future. However, you...

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Free Estate Planning Checklist: Secure Your Legacy, Protect Your Family, & Avoid Probate

Michael Ryan
Are you ready to take control of your legacy and guarantee your loved ones avoid unnecessary probate delays, legal fees, or inheritance disputes? Our...

A/B Trusts vs. Portability: A 2026 Planner’s Guide After the “One Big Beautiful Bill Act”

Michael Ryan
For years, I sat with successful couples; doctors, business owners, executives. Who all shared a common, urgent fear: the 2026 estate tax "sunset." They...

How Much Does a Living Trust Cost To Set Up? A Comprehensive Guidew

Michael Ryan
When it comes to estate planning, setting up a living trust can be a vital step to secure your family's financial future. However, you...

Types of Trusts: What Are The Benefits Of a Trust in My Estate Plan?

Michael Ryan
Are you looking to protect your assets, minimize federal estate taxes, and ensure a smooth transfer of wealth to your chosen beneficiaries? If so,...

Wills: What a Last Will And Testament Should Include

Michael Ryan
What should a last will and testament include? A comprehensive will must cover five essential elements: Asset distribution: Detailed instructions on how your property, investments,...

Nuncupative Will: Is a Verbal Will Ever Valid? (2025)

Michael Ryan
In an age of digital signatures and ironclad legal documents, the "deathbed will" spoken aloud feels like a relic. But this legal ghost—properly called...

11 Essential, Important, & Basic Estate Planning Documents You Need Today

Michael Ryan
Welcome to the world of estate planning! If you're here, you probably understand the importance of planning ahead and being prepared for whatever life...