The Family Meeting: A Crucial Part of Your Estate Plan
Feb 15, 2018
When creating an estate plan, there are many documents available that will help ensure all your assets are protected. Once the right documents are in place, there's still one important to consider: sh...
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New Year, New Goals, New Plan
Feb 09, 2018
If you want to focus on a resolution with a greater purpose this year, how about creating or updating an estate plan to ensure your family isn't left with unnecessary costs to your estate and addition...
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Revocable Living Trust
Feb 08, 2018
When the time comes to turn over control of our assets, we want someone we trust to oversee and manage our affairs according to our wishes. Ideally, this process would take place as efficiently as pos...
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Five Key Elements of an Estate Plan
Feb 07, 2018
A good estate plan is comprised of five key elements: Will, Trust(s), Power of Attorney, Health Care or Medical Directive and Beneficiary Designation. WILL A will is a legally binding document that di...
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BEING READY FOR LIFE'S WHAT IFS
Aug 27, 2013
My family's trip to Colorado for the WealthCounsel educational symposium ended with a bang and a lot smoke. On the return trip, we hit a rock and took out our oil pan. For those of you, who like me, ma...
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My brother took it all…it was legal, but not what my dad wanted!
Aug 27, 2013
If you want to avoid
fighting in the family after you die, the clearer you make your intentions
known, the better. I worked with a
family in which two of the kids had sued the brother over the inheri...
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WHO should have access to your Firearms…are you sure?
Jul 15, 2013
The other day I was asked about when it is OK or a problem to give others the combination to a gun safe or a key to a locked cabinet? As I thought about this, I realized how simple the question is and...
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Who NEEDS an Assault Rifle?
Jul 15, 2013
Seems like everybody has an opinion about what other people need, what you need and what I need. When it comes to staying safe do I have a say? Does what I think or want matter? Or should others decide...
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What do you do with WWII Souvenir’s?
Jul 15, 2013
People hold on to mementos that get forgotten or overlooked. While in most situations it is not a big deal when it comes to firearms, it could be a FELONY. War booty passed down through the generation...
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“Preppers” and the LAW before an emergency…
Jul 15, 2013
There was an interesting article in the Seattle Times awhile back titled, Preppers do their best to be ready for the worst. How many people would recognizethe term Prepper if asked? It was developed b...
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