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Family Business Succession Planning: Protect Your Legacy
Owning a family business comes with unique challenges and rich rewards. It takes a special family—and strong relationships—to venture down this path…
Allocating Your Assets: When Fair is Not Equal, Talk with Your Kids
Perhaps—if you’re taking care of estate planning early in life, for example—dividing your estate into thirds for your three children works. The…
Take Charge: With an Estate Plan, You Call the Shots
What is an estate plan? An estate plan may sound like something fancy, but it’s just a name for the legal documents…
Estate Planning: How to Choose Your Fiduciary
Selecting who you want to handle your affairs when you’re no longer able to is an important decision. An Executor is the…
Planning Strategies for Retirement Plan Assets: The Retirement Plan Trust
Your retirement plan assets are likely some of the largest assets you own. Because retirement plan assets are subject to complex regulations,…
Ages with Grace Series: Fitness Trackers and Smart Watches
While much of the aging process is out of our hands, prioritizing our health is one way we can take some control….
Take Charge: Avoid the Risks of an Out-of-Date Estate Plan
Getting your estate plan in place is a significant—and essential—undertaking. Working with your attorney and checking estate planning off your to-do list…
The Quiet Ones: Helping to Care for Family Caregivers
Have you considered that family caregivers are almost always working? They are often, however, quiet or in the background, and not easily…
Updating Your Medicare Plan During Open Enrollment in 2020
Do you know when Medicare’s open enrollment period occurs? This year, Medicare’s annual open enrollment period begins October 15 and ends December…
Understanding the SECURE Act
Were you aware that, in an effort to address the nation’s troubled retirement system, federal lawmakers passed a major reform last year…
