Articles & News

How To Protect Your Estate in The Event You Are Incapacitated

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With proper incapacity planning, feel confident that your loved ones and property will be in good hands if incapacity strikes.

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Important Estate Planning Considerations To Prepare For 2021

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Here are a few important things to consider that can make your life easier when it comes to your estate and tax planning in 2021.

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WHAT YOU NEED TO KNOW ABOUT ESTATE PLANNING UNDER THE BIDEN PRESIDENCY

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Here is what we know so far about some of President Biden’s key proposals that are most relevant to your estate planning in 2021.

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7 Tips for Successful Estate Planning With a Significant Other

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A carefully crafted estate plan can provide peace of mind for you, your significant other, and your children for years to come.

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Domestic Asset Protection Trust: How to Protect Your Family from Lawsuits

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A Domestic Asset Protection Trust can protect your family from the threat of possible property loss in the event of a lawsuit.

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Low-Interest Rate Planning Strategies For Passing On Your Wealth

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If you have a relatively large estate, you may want to talk with your estate planning attorney about the three following planning strategies.

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How To Prepare Your Beneficiaries to Receive Their Inheritance

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One often-overlooked aspect of estate planning is preparing your beneficiaries to receive money and property.

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A Guide to Retirement Accounts and COVID-19 Relief in 2020

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How the CARES Act and other new legislative provision can affect yours Retirement Accounts and potentially lower your tax bill in 2020.

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The Benefits of Positive Estate Planning

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Rather than focusing primarily on negative goals, choose view your estate planning as a way to pass along a positive legacy.

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Prepare Your Family for the Future with an Estate Plan

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Creating or updating your estate plan will provide substantial peace of mind and security for you and your family.

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