9 FINANCIAL RESOLUTIONS FOR A HAPPY NEW YEAR! Dec05

9 FINANCIAL RESOLUTIONS FOR A HAPPY NEW YEAR!

As 2016 draws to a close and 2017 approaches, it’s an excellent time to begin making plans for growth in the upcoming year.According to a...

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WHY ESTATE PLANNING IS STILL IMPORTANT Dec18

WHY ESTATE PLANNING IS STILL IMPORTANT

With the federal gift and estate tax exemption currently at $5.25 million per person ($10.5 million for married couples), some clients and potential clients with “smaller” estates may wonder if they need any estate planning. But there are many reasons to do estate planning other than to avoid estate taxes. In fact, for mos...

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HOW AND WHY LIFE INSURANCE STILL MATTERS IN TRUST & ESTATE PLANNING Dec19

HOW AND WHY LIFE INSURANCE STILL MATTERS IN TRUST & ESTATE PLANNING

A frequently overlooked aspect of a client’s life insurance is proper alignment with estate planning goals. Between the typical set-it-and-forget-it mentality and a simple beneficiary approach many people take, a neglected life insurance policy often fails to achieve th...

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TALK TO YOUR FAMILY OVER THE HOLIDAYS ABOUT YOUR ESTATE PLAN Dec20

TALK TO YOUR FAMILY OVER THE HOLIDAYS ABOUT YOUR ESTATE PLAN

Many of us labor a lifetime to build up our assets and fight for causes that matter to us. Few things are more fulfilling than the thought of sharing wealth and legacy with our family. Of course, it’s impossible to plan for every eventuality, but careful planning can mi...

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Wills vs. Trusts, Estate Planning. Dec27

Wills vs. Trusts, Estate Planning.

Wills vs. Trusts:  In Plain English Everyone has heard of wills and trusts. Most articles written on these topics, however, often presume that everyone knows the basics of these important documents. But, in reality, many of us don’t – and with good reason – as they’re rooted in complicated, centuries-old ...

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Is Your Estate Plan Probate-Proof? Jan07

Is Your Estate Plan Probate-Proof?

Why Proactive Estate Planning with Your Attorney Is the Smartest Way to Avoid Probate Here’s an important question to consider: When was the last time you had an estate planning attorney perform a full review of your long term plans for your financial affairs, your family, and your legacy? For that m...

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Planning for Blended Families: Second or Later Marriages and Divorce of Beneficiaries Jan10

Planning for Blended Families: Second or Later Marriages and Divorce of Beneficiaries

Planning for Blended Families: Second or Later Marriages and Divorce of Beneficiaries A brief look at statistics reveals that family structure has dramatically changed over time and that there’s an astonishing variety of family structures out there. Everything ranging from the “traditional” nuclear family to...

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When Doves Cry. Lost Inheritance. Jan20

When Doves Cry. Lost Inheritance.

Prince’s Sad and Incredibly Expensive Mistake! (Are You Making It, Too?) The news of the unexpected death of music legend Prince, age 57, shocked the world and touched off stirring tributes from the likes of Bruce Springsteen, Elton John, the Harlem Gospel Choir and the cast of Saturday Night Live. Prince left a...

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