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June 28, 2022

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…

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June 21, 2022

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…

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June 7, 2022

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…

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May 31, 2022

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…

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May 24, 2022

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,…

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May 17, 2022

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….

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May 10, 2022

Take Charge: Avoid the Risks of an Out-of-Date Estate Plan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…

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November 3, 2020

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…

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October 20, 2020

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…

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July 22, 2020

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…

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