To the Millennials: The Time to Plan is Now!
As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We...
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Aug 22, 20214 min read
Estate Planning: Answering Common Questions of Senior Citizens
According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will has fallen from...
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Jul 23, 20214 min read
Retirement Planning for Business Owners
Retirement Planning for Business Owners -estate plan must integrate into your retirement and business transition strategy.
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Jul 23, 20213 min read
Estate Planning Checklist to Facilitate Multigenerational Wealth Transfers
Educate and update your extended family about your wealth transfer goals and the plan you have put in place to achieve these goals.
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Jul 23, 20213 min read
Make Gifts That Your Family Will Love but the IRS Won't Tax
Do not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational
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Jul 23, 20214 min read
Preserving Your Money and Property Beyond the Third Generation
Whether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation and beyond.
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Jul 23, 20215 min read
Fears When Talking about Money
the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure t
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Jun 13, 20213 min read
Four Things to Make Your New Job a Success
Four Things to Make Your New Job a SuccessCongratulations on your new job! Getting a job begins a major chapter in your life. As you navigat
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Jun 6, 20214 min read
How the Employee Onboarding Process Can Affect Your Estate Plan
How the Employee Onboarding Process Can Affect Your Estate Starting a new job is an exciting new chapter in your life. Depending on your com
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May 16, 20215 min read
The Estate Planning Tool Kit for Unmarried Partners
Estate planning is essential for everyone, but it is especially important if you and your partner are in a long-term committed...
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May 5, 20217 min read
The Lesson Plan for Your Estate
questions and answers about estate planning and how estate planning, or the absence of an estate plan, may impact your life.
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May 2, 20214 min read
Why Unmarried Partners Should Care about Estate Planning
According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up...
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Apr 25, 20215 min read
Planning Considerations for Unmarried Partners
When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and...
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Apr 18, 20211 min read
Caution: Creditors Are a Threat to Inherited Retirement Accounts
Caution: Creditors Are a Threat to Inherited Retirement Accounts
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Apr 11, 20212 min read
Five Reasons to Protect Your Retirement Accounts Now
Five Reasons to Protect Your Retirement Accounts Now
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Mar 28, 20215 min read
Reviewing Your Estate Plan after the Death of a Loved One
The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...
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Mar 23, 20212 min read
Warning: Don’t Let Creditors Inherit from You or Your Spouse
Don’t Let Creditors Inherit from You or Your Spouse
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Mar 21, 20213 min read
Reviewing Your Accounts and Property upon the Death of a Loved One
How your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and...
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Mar 15, 20213 min read
My Loved One Has Died - What Do I Do Now?
When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think...
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Mar 11, 20212 min read
Estate Planning: 3 Reasons We Run the Other Way
Estate Planning: 3 Reasons We Run the Other Way
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