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Inheritance Planning: Family Heirlooms
Although numerous people think that estate planning revolves around the monetary assets that an individual may have, it is important to keep…
Inheritance Planning: Life Insurance
Life insurance is an expense that many Americans pay throughout the course of their life. When you purchase life insurance, it is…
Preparing for Retirement
Every day, there are countless Americans who come to a point in their life where they are ready to retire. Although this…
Age with Grace Series: Stay a Step Ahead of Scammers
Getting scammed can happen to anyone. Many Millennials and GenZs have fallen victim to the CEO-gift card scam at work. That particular…
Joint Accounts with Your Child: Is It Right for You?
In a joint account, each account owner has the right to manage the account entirely, including depositing or withdrawing funds. For seniors,…
Estate Planning Tips for Your College-Bound Kids
Back-to-school season used to mean shopping for detailed school-supply lists, attending family ice-cream socials, completing endless forms . . . and then…
Charitable Planning Is a Two-Way Street
Many of us find satisfaction and purpose in volunteering our time and expertise or donating to worthy causes during our lifetimes. With…
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…
