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Why Estate Planning Isn’t Just for Old People (Or Rich People)

October 17, 2024

I get it. You’re young, healthy, and don’t own a mansion, so why would you need an estate plan? Isn’t estate planning for, like, rich people and grandparents? Nope. Not at all. In fact, estate planning is for anyone who wants to protect their loved ones—whether you own a yacht or a couple of bicycles….

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Estate Planning Doesn’t Have to Be Boring – Let’s Keep It Simple!

October 9, 2024

Estate planning sounds like one of those “adulting” tasks no one really wants to do. Wills, trusts, powers of attorney—it’s the stuff that makes you want to take a nap, right? But here’s the thing: it doesn’t have to be boring. In fact, at Rosenberg Law Firm, I make estate planning as easy and painless…

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What Are the Legal Rights of Stepchildren in Estate Planning?

September 16, 2024

In today’s families, stepchildren are a significant part of many households. Understanding their legal rights in estate planning is essential for ensuring assets are distributed as intended. Legal Status and Inheritance Rights Stepchildren don’t automatically have a legal right to inherit under most state laws unless they are specifically mentioned in a will or trust….

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Integrating Wellness and Estate Planning for a Fulfilling Retirement

September 8, 2024

Retirement should be a time of joy, health, and peace. As we age, caring for our physical, emotional, and financial well-being becomes increasingly important. At Rosenberg Law Firm, we believe the secret to a fulfilling retirement lies in weaving these elements together through thoughtful planning. Let me tell you about Jane and Bill, a couple…

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Honoring Grandparents & Preserving Family Legacy Through Estate Planning

September 2, 2024

Grandparents hold a special place in our hearts. They’re the storytellers, the keepers of traditions, and the ones who often bind the family together. With Grandparents Day around the corner, it’s the perfect time to reflect on how we can honor their legacy through thoughtful estate planning. I remember a client, Margaret, who came to…

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REFLECTING ON LIFE

August 25, 2024

I am in a reflective mood today as I write my monthly newsletter article. Today would have been my sister Laura’s 54th birthday. Unfortunately, she passed away many years ago at the age of nineteen from cancer. This is not meant to be a sad article, but an article reflecting on “mortality.” My “mortality” started…

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