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Category: Uncategorized

 Category Advisor, Uncategorized

Power of Attorney Issues Dementia Stroke Alternative POAs

jgudema
November 4, 2025
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Revocable Living Trusts
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 Category Uncategorized

Revocable Living Trusts vs. Wills and Powers of Attorney: A Comprehensive Overview

jgudema
August 14, 2024
In speaking with client recently, she wanted to know if there is a way ensure...
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 Category Uncategorized

Cautionary tale – Do you need to update a Power of Attorney when you change state of residence?

jgudema
May 14, 2024
Click here to test out my LifeLegacy page and create a Will, Power of Attorney...
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 Category Uncategorized

Big changes for the Planned Giving Blog!

jgudema
May 8, 2024
Thank you to everyone who has followed this blog, some of you have been with...
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Planned Giving Advisors

We designed our planned giving service to be comprehensive (covering legal, marketing, coaching, etc…) and cost effective. Our goal and methods are simple: we enable nonprofit staff to create a strategic approach to their unique circumstances, coach you through the challenges in implementing your program, and are always ready to get directly involved in helping you close a planned gift.

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Blog Articles

  • Power of Attorney Issues Dementia Stroke Alternative POAs November 4, 2025
  • Revocable Living Trusts vs. Wills and Powers of Attorney: A Comprehensive Overview August 14, 2024
  • Cautionary tale – Do you need to update a Power of Attorney when you change state of residence? May 14, 2024
Read more

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Closed on Weekends

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