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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...
DMS
Sep 30, 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...
DMS
Sep 10, 20245 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...
DMS
Aug 14, 20243 min read
The Big Sort: Why Decluttering Before Your Move Saves You Time, Tears, and Trash
Moving is a notoriously stressful experience. Between packing boxes, wrangling quotes from movers, and saying goodbye to familiar...
DMS
Jul 15, 20242 min read
Why You Should Have Your Parents Create a Personal Property Memorandum
Parents hold a special place in our lives. They dispense wisdom, offer a wealth of life experience, and sometimes share embarrassing...
DMS
Jul 8, 20243 min read
Helping Mom and Dad Avoid the "Great Stuff Shuffle": Why a Personal Property Memorandum Matters
As your parents approach their golden years, conversations about estate planning likely take center stage. Wills and trusts are...
DMS
Jul 2, 20243 min read
Why a Personal Property Memorandum is so important
When it comes to estate planning, wills and trusts deserve to take center stage. These documents ensure the smooth transfer of your major...
DMS
Jun 26, 20242 min read
Connect with Your Grandkids!!!
Enlisting Grandchildren in the SaveOr Project: A Fun Family Activity In today’s digital age, where memories and possessions can be...
DMS
Jun 7, 20243 min read
How to Honestly Share Your Interest in Your Parents' Belongings
In the consumerist society of America, it is expected that the loss of a parent leads to a large challenge in determining what to do with...
DMS
Nov 11, 20232 min read
David's Story with SaveOr - A Family's Emotional Journey Through Estate Planning
David's hands trembled as he looked around the family home, filled with memories of his late wife and the life they had built together....
DMS
Aug 18, 20233 min read
Connecting Generations and Safeguarding Assets this Fourth of July with SaveOr
The Fourth of July holds a special place on the American calendar. This day is not just about the celebration of our nation’s...
DMS
Jul 4, 20232 min read
SaveOr Success Story
Dan had a difficult experience when his grandmother passed away. The family was left to sort through her personal belongings, including a...
Matthew Scola
Apr 21, 20232 min read
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