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Nov 29, 2024 | 
thevalleybusinessjournal.com | Andrea Shoup
As the holiday season unfolds, you may find yourself spending cherished time with family, celebrating, and expressing gratitude for their presence in your life. This season is a perfect opportunity to not only share memories but also discuss important matters, such as health, finances, and family assets.
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Nov 1, 2024 | 
thevalleybusinessjournal.com | Andrea Shoup
As Veteran’s Day approaches, I want to speak to those who have served in our military. First, thank you for your service! All of you have made personal and professional sacrifices to be a member of our armed forces, and words cannot express our appreciation. In return, I want to show you how to secure your family’s future with proven estate planning strategies. Do you already have a will or a trust?
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Sep 30, 2024 | 
thevalleybusinessjournal.com | Andrea Shoup
If you’ve been waiting to create or update your estate plan, now is the perfect time to finally get it done! National Estate Planning Awareness Week brings along a great opportunity for you to protect yourself, your loved ones, and leave behind a legacy you can be proud of. What is Estate Planning? The term ‘estate planning’ includes all aspects of documenting your wishes surrounding end of life care, who inherits your belongings, and who you want to manage your estate.
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Sep 1, 2024 | 
thevalleybusinessjournal.com | Andrea Shoup
On September 8th, we have an important holiday to appreciate the special role of grandparents in our families. As a grandparent, you are likely more focused on celebrating your grandchildren and the joy they bring, and you may want to know if there are ways to help secure their future on Grandparent’s Day. Estate planning offers you many avenues to leave a financial legacy to your grandchildren, and I hope you are interested to learn more about your options.
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Jul 1, 2024 | 
thevalleybusinessjournal.com | Andrea Shoup
As we prepare to celebrate Independence Day here in the US, we often think about the freedoms that we enjoy. The US Constitution guarantees us a range of liberties that are unique in the world, and have shaped American culture. However, not all of our freedoms are spelled out, and one of the less appreciated rights that we have is the ability to direct the transfer of our wealth and assets to future generations.
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May 28, 2024 | 
thevalleybusinessjournal.com | Andrea Shoup
If you are a professional educator, then you may be looking forward to a well-earned summer break. While vacations, home repairs and family time will likely take center stage, there is one task that you should not put aside during your time off. This is the perfect opportunity to learn about wills and trusts, and create an estate plan to ensure that your family’s future is secure. As a teacher, you can appreciate the value of sound information and planning tools.
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May 1, 2024 | 
thevalleybusinessjournal.com | Andrea Shoup |Julie Ngo
As a mother and estate planning attorney, I know how important it is to secure my children’s present and future well-being. So, as Mother’s Day approaches, I wanted to share my thoughts on the value of helping the mother in your life with her estate planning. Whether you are her partner, spouse, child, grandchild, or even a friend, this is one gift you can offer to give her peace of mind on her special day.
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Mar 31, 2024 | 
thevalleybusinessjournal.com | Andrea Shoup
For many of us, estate planning for our family might also include ensuring future care for our furry family members. At first, this might seem a little odd to include your cat or dog in a trust or will, but its both legal and common! Because April 11th is National Pet Day, I thought this would be the perfect time to explain how you can provide for the care and well-being of your pets in your estate plan. There are a few options available for you to include your pet as an heir.
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Mar 1, 2024 | 
thevalleybusinessjournal.com | Andrea Shoup |Annette LaRocque
It feels like we just celebrated the New Year, yet here we are on the cusp of springtime! Like many people, you might be ready to do some spring cleaning, but have you thought about ‘dusting off’ your trust documents? This is the perfect time to make sure they are up to date and still meet your estate planning needs. It’s tempting to just put your trust in a drawer and forget about it. But you have to remember that for a trust to be effective, all of the contents have to be current.
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Jan 31, 2024 | 
thevalleybusinessjournal.com | Andrea Shoup
February is the month of love! Valentine’s Day includes thinking about the people in your life that mean the world to you. It’s hard to think about your own passing, but you want to make sure your loved ones are taken care of after you’re gone. One of the best gifts you can give your loved ones is the peace of mind that they will be taken care of if you pass away or become incapacitated. An estate plan will do just that.
