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Don’t Have a Lot of Money? Here Are Seven Ways You Can Still Leave Your Family a Great Legacy
Although the word “inheritance” usually conjures up images of property or accounts with significant monetary value, you can leave your family an…
Estate Planning and Asset Protection
Estate Planning and Asset Protection Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to…
Guardian Planning
Guardian Planning Importance of naming guardians in your last will and testament. Failure to name a guardian or have a last will…
How to Leave Your Life Insurance and Retirement Plan to Your Minor Children
Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned…
Digital Assets – Now a Part of Estate Planning
Digital Assets – Now a Part of Estate Planning It wasn’t very long ago that we kept all our financial and tax…
What is a Living Will?
What happens if you’re seriously injured, become incapacitated and end up on life support? Does your family know your wishes?…
Standalone Retirement Trusts
Changes in the law have pushed standalone retirement trusts (SRTs) to the forefront of estate planning for many folks. We commonly recommend…
Trust Planning – Probate Avoidance
Many people believe that assets within a Revocable living trust are protected from lawsuits. This is absolutely not true. Trusts commonly provide…
Medicare Planning
On January 1, 2011, the first of the 78 million baby boomers turned 65 and about 10,000 people a day will reach…
