Naming a Trust as Beneficiary

May 8, 2020

We all keep an eye toward the future even when working on our goals today.  Trying to ensure the future stability of our family is an important objective, and there are many steps on the way to achieving that objective.  Smart money management, wise investments, and estate planning are all critical when building a strong […]

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Why Your Adult Child Should Name You as Power of Attorney

May 7, 2020

Making sure your future is stable and well-planned is one of the main goals of estate planning.  With proper, detailed estate planning, you can make sure your children’s college is funded, pass on your family business, and donate to your favorite charities, just to name a few common goals.  A power of attorney is a […]

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Inheritance After Adoption

May 6, 2020

Adoption is a great way to add to your family and provide love and stability for a child who needs a home.  Adoption has many legal requirements and in many cases comes at the end of a long legal battle with biological parents.  However it is accomplished, adoption will change forever the legal relationship between […]

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Why You Can’t Leave Your House to Your Infant Niece

May 5, 2020

We depend on our families for stability, support, and love.  Family structures come in a wide variety of shapes and sizes and it is not uncommon for aunts and uncles to want to help provide a solid financial future for their nieces and nephews.  When drafting your last will and testament, you may consider, for […]

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How Specific Illnesses Can Impact an Estate Plan

May 1, 2020

Creating an estate plan is a crucial step to creating the stability and solidity your children and other loved ones need.  An estate plan can help you administer your assets in such a way to ensure your loved ones benefit for years or even decades to come.  There are many different types of tools that […]

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Intersection of Your Life Plans and Estate Planning

April 30, 2020

Planning for your future is an important step in making sure that the future is safe and stable.  Laying out the roadmap to your life can help you identify and achieve your goals.  When you have a family, working to your goals becomes even more important, as your children will depend on you for care […]

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Business Succession and Estate Planning

April 28, 2020

Building a small family business is part of millions of Americans’ dreams and plans for the future.  Starting your own business can provide you with flexibility and the opportunity to build a business for your children and future generations.  Any business owner will tell you that owning and running your own business takes a lot […]

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Bequests Not Allowed in Wills

April 22, 2020

Your estate plan is a key component in making sure that you are creating the most solid and stable future for yourself and your loved ones.  All estate plans are different, as no two estates or set of goals are the same?  That said, a last will and testament is the cornerstone of almost all […]

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What is the Difference Between an Estate Tax and a Gift Tax

April 21, 2020

We have all heard the saying “nothing is certain except death and taxes.”  Although we cannot avoid the inevitable, a solid estate plan can help provide stability for you and for your loved ones.  There are a wide variety of different tools you can use to structure your estate plan to meet your goals.  Although […]

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What is a Beneficiary Deed?

April 20, 2020

People use a variety of investment tools to help ensure their future security.  Stocks, 401(k)s, and pensions are all good ways to approach your financial stability.  Real estate is typically one of the most valuable assets a person will own during his or her lifetime and can represent a significant portion of a person’s assets.   […]

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