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     Estate Planning: Answering Common Questions of Senior Citizens
    • Aug 22, 2021
    • 4 min

    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...
    6 views0 comments
    • Jul 23, 2021
    • 4 min

    Retirement Planning for Business Owners

    Retirement Planning for Business Owners -estate plan must integrate into your retirement and business transition strategy.
    4 views0 comments
    Estate Planning Checklist to Facilitate Multigenerational Wealth Transfers
    • Jul 23, 2021
    • 3 min

    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.
    17 views0 comments
    Make Gifts That Your Family Will Love but the IRS Won't Tax
    • Jul 23, 2021
    • 3 min

    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
    17 views0 comments
    Preserving Your Money and Property Beyond the Third Generation
    • Jul 23, 2021
    • 4 min

    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.
    13 views0 comments
    Fears When Talking about Money
    • Jul 23, 2021
    • 5 min

    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
    11 views0 comments
    Four Things to Make Your New Job a Success
    • Jun 13, 2021
    • 3 min

    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
    6 views0 comments
    How the Employee Onboarding Process Can Affect Your Estate Plan
    • Jun 6, 2021
    • 4 min

    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
    3 views0 comments
    The Estate Planning Tool Kit for Unmarried Partners
    • May 16, 2021
    • 5 min

    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...
    4 views0 comments
    The Lesson Plan for Your Estate
    • May 5, 2021
    • 7 min

    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.
    9 views0 comments
    Why Unmarried Partners Should Care about Estate Planning
    • May 2, 2021
    • 4 min

    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...
    3 views0 comments
    Planning Considerations for Unmarried Partners
    • Apr 25, 2021
    • 5 min

    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...
    4 views0 comments
    Caution: Creditors Are a Threat to Inherited Retirement Accounts
    • Apr 18, 2021
    • 1 min

    Caution: Creditors Are a Threat to Inherited Retirement Accounts

    Caution: Creditors Are a Threat to Inherited Retirement Accounts
    3 views0 comments
    Five Reasons to Protect Your Retirement Accounts Now
    • Apr 11, 2021
    • 2 min

    Five Reasons to Protect Your Retirement Accounts Now

    Five Reasons to Protect Your Retirement Accounts Now
    3 views0 comments
    Reviewing Your Estate Plan after the Death of a Loved One
    • Mar 28, 2021
    • 5 min

    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...
    5 views0 comments
    Warning: Don’t Let Creditors Inherit from You or Your Spouse
    • Mar 23, 2021
    • 2 min

    Warning: Don’t Let Creditors Inherit from You or Your Spouse

    Don’t Let Creditors Inherit from You or Your Spouse
    3 views0 comments
    Reviewing Your Accounts and Property upon the Death of a Loved One
    • Mar 21, 2021
    • 3 min

    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...
    2 views0 comments
    My Loved One Has Died  - What Do I Do Now?
    • Mar 15, 2021
    • 3 min

    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...
    5 views0 comments
    Estate Planning: 3 Reasons We Run the Other Way
    • Mar 11, 2021
    • 2 min

    Estate Planning: 3 Reasons We Run the Other Way

    Estate Planning: 3 Reasons We Run the Other Way
    4 views0 comments
    Revocable Trust v. Irrevocable Trust: Which is Best for You?
    • Feb 25, 2021
    • 2 min

    Revocable Trust v. Irrevocable Trust: Which is Best for You?

    Revocable Trust v. Irrevocable Trust: Which is Best for You?
    11 views0 comments
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