Estate planning helps ensure that you and your loved ones will be protected no matter what the future holds. In our blog, we discuss the elements of an estate plan, how an estate plan prepares for possible illness or incapacity, what you can do to leave a lasting legacy for your loved ones, and much more. For answers to questions about your specific estate planning needs, please contact our office to request a free initial consultation.
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Naming a beneficiaries to accounts can cause unintended problems. Learn why there are better alternatives to naming a beneficiary to an account.Adding a family member as a beneficiary to an account can be a low cost way to plan part of an estate, but sometimes there can be drawbacks.
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Planning as part of the sandwich generation presents enormous challenges. Here are 6 steps to take to meet those challenges.The "Sandwich Generation" is caught between caring for their parents and their children. Planning for them both can be challenging.
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Holiday gatherings with family may be a good opportunity to discuss many aspects of an aging loved one's planning and wishes should they get sick.Family get togethers are not merely an opportunity to reconnect with loved ones.
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Planning for a child with special needs presents challenges that can be addressed with a Last Will and Testament that has a Special Needs TrustSetting aside assets and support for a child with special needs when your gone can be challenging. A will with a special needs trust can help.
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What steps can we take to try and prevent Alzheimer's disease?Alzheimer's Disease has a lasting impact not just on the person who has it, but on the whole family.
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Keeping an Art Collection Safe With a Will, Trust, or Limited Liability CompanyArt collectors often have complex estate planning needs. However, these three common strategies could help you, your heirs, and your estate avoid complications.
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It Is Important to Have a Plan for Your Assets and Property Estate While UnmarriedAmong older Americans, divorce and widowhood are at an all-time high, leading to new partnerships.
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What Are the Consequences of Disinheriting a Child?Children receive property or money as inheritance from their parents, generally equally
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Managing Family Wealth and Minimizing TaxesMany legal strategies are used to maximize wealth preservation and minimize tax liabilities for high-net-worth families. Changing federal and state tax laws can impact new and existing estate plans.
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Five Compelling Reasons to Reevaluate Your Retirement InvestmentsDiscover five persuasive reasons to reconsider your retirement investments. Uncover valuable insights to enhance your financial planning and secure a more comfortable retirement.
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Efficiently Passing Wealth to Heirs while Legally Minimizing TaxesLearn effective strategies for transferring wealth to your heirs while minimizing tax burdens. Explore smart methods to protect your legacy and ensure a smoother financial transition for your loved ones.
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Approaching Estate Planning Conversations with Your Spouse or PartnerDiscover effective ways to approach estate planning discussions with your spouse or partner. Learn how to navigate important financial decisions together for a secure future.