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DMS
1 day ago3 min read
The Hidden Threat of In-Home Theft: Protecting Your Belongings with SaveOr
Hiring an in-home nurse can provide invaluable care for loved ones, ensuring their health and comfort. However, it’s crucial to...
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DMS
4 days ago4 min read
Cheers to the New Year: Setting Family Goals for Estate Planning
The New Year is a time for fresh starts and meaningful resolutions. While many focus on personal health, career aspirations, or financial...
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DMS
4 days ago3 min read
Building Trust and Harmony in Blended Families with SaveOr
Blended families often face unique challenges when it comes to managing and dividing personal property. Navigating these dynamics...
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DMS
Dec 17, 20244 min read
A Gift That Lasts: Why a Home Inventory is the Ultimate Present for Your Family
The holiday season is about giving, and finding the perfect gift often feels like a daunting challenge. We aim for thoughtful presents,...
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DMS
Dec 15, 20244 min read
Holiday Traditions and Heirlooms: Preserving Memories Through Generations
The holidays are a season of joy, warmth, and connection. They bring families together, often around shared traditions and treasured...
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DMS
Dec 12, 20243 min read
A Horror Story to Avoid: Why Documenting Your Belongings Is Crucial in Hurricane-Prone Areas
The news often shows the devastation left behind by hurricanes—entire neighborhoods submerged, homes reduced to rubble, and countless...
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DMS
Dec 11, 20243 min read
The Importance of Documenting Your Home’s Belongings for Insurance Purposes
When you think about protecting your home, you probably focus on sturdy locks, smoke detectors, or even a home security system. But what...
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DMS
Nov 21, 20243 min read
How to Effectively Manage Tangible Personal Property in Your Estate Plan
When people think about estate planning, the focus is often on big-ticket items like real estate, stocks, or bank accounts. However,...
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DMS
Nov 18, 20244 min read
The One Thing Missing from Most Estate Plans (And Why It Could Tear Your Family Apart)
You’ve done the responsible thing and created an estate plan. You’ve detailed your financial assets, real estate, and investments. But...
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DMS
Oct 29, 20244 min read
The Emotional Challenges of Downsizing and How to Overcome Them
Downsizing is often seen as a purely practical process—sorting through belongings, deciding what to keep, and moving to a smaller space....
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DMS
Oct 24, 20245 min read
How to Pass Down Items to Family Members Without Causing Tension
Passing down personal belongings can be an emotional and delicate process. Whether it’s a cherished family heirloom or a practical...
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DMS
Oct 24, 20244 min read
Why National Estate Planning Week is the Perfect Time to Start Using SaveOr
National Estate Planning Week is an annual reminder of the importance of preparing for the future. Held every third week of October, it...
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DMS
Oct 3, 20245 min read
How to Inventory for an Estate Sale: Using Technology and Family Collaboration to Streamline the Process
The emotional and logistical complexity of estate sales can feel overwhelming, especially when it involves sorting through decades of...
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DMS
Oct 1, 20245 min read
How to Have a Virtual Pre-Estate for Estate Planning
Estate planning can be one of the most sensitive tasks a family undertakes, but it doesn’t have to be a source of conflict or confusion....
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DMS
Sep 30, 20245 min read
Why Documenting Emotional Value Is Just as Important as Financial Value When Estate Planning
When we think of estate planning, we often focus on financial assets : real estate, investments, bank accounts, and retirement funds....
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DMS
Sep 30, 20245 min read
10 Things You’re Keeping That Are Sabotaging Your Downsizing Efforts
Downsizing can feel like a daunting task, especially when you’re faced with the challenge of deciding what to keep and what to let go. We...
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DMS
Sep 30, 20246 min read
How to Start Downsizing When You Feel Overwhelmed
Downsizing can feel like an insurmountable task. Whether you’re preparing for a move, helping a loved one transition to assisted living,...
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DMS
Sep 30, 20245 min read
What’s the Difference Between a Will and a Personal Property Memorandum?
Estate planning involves a variety of legal tools to ensure your wishes are carried out after your passing. Two of the most commonly used...
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DMS
Sep 10, 20245 min read
Empowering Grandchildren in the Estate Planning Process with SaveOr
Estate planning has traditionally been dominated by older generations, often carried out behind closed doors with little input from...
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DMS
Aug 14, 20243 min read
Why Creating an Inventory of Your Tangible Personal Property is Crucial for Insurance During Hurricane Season
As hurricane season approaches, the importance of being prepared cannot be overstated. While stocking up on essentials, securing your...
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