The Three-Year Review and The Three-Year Plan
Jul 23, 2024
Reflecting on the past three years and planning for the next three is an insightful and strategic exercise for personal and financial growth. Here’s how you can approach it: Reflecting on Your Life’s ...
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Who Needs an Estate Plan?
Jul 12, 2024
If you’re reading this, you need an estate plan. Why? The short answer is "Everyone, age 18 and older, needs an estate plan." It doesn’t matter if you are young or old, have considerable wealth, or ar...
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3 Simple Ways to Avoid Probate Costs
Jul 07, 2020
When a deceased person’s estate (all of their money and property) has to go through probate (the court-supervised process of distributing a deceased person’s money and property), it can be subject to...
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Trust Funding: Setting Your Trustee Up for Success
Jun 19, 2020
For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their pas...
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How to Help Your Loved Ones (and Assets) Avoid Probate
Jun 12, 2020
Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust avoids the public, costly and...
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When Should You Use a Stay Bonus Agreement?
Sep 04, 2019
A "stay bonus" (also called a retention bonus) is a strategy that is frequently used by large companies during mergers and acquisitions but can also be used to facilitate a smooth transfer of small fa...
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Kids Going Away To College? Why You Should Include Estate Planning in the Preparation
Aug 12, 2019
You may have been running around for weeks, getting your new college student off to school. It's exhilarating, and your heart likely is bursting at the seams. How can you make sure your kid is going t...
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It's the 21st Century: Can I Make a Video Will?
Aug 05, 2019
In this age, sharing videos and photos is ubiquitous and easier than ever before. Many people have wondered, can I make a video will? More importantly, can such a "will" even hold up in court? Will a ...
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Can I Make Estate Plans Without My Spouse?
Jul 22, 2019
The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances, tax obligations, and a last name is one that does not necessarily appl...
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Executing "Financial Powers of Attorney": Why It'll Be The Best Decision You'll Make
Jul 17, 2019
The wealth, property and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the years, there may eventually come a time when you cannot...
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