ESTATE PLANNING…FOR PETS

ESTATE PLANNING…FOR PETS

25th Jun 2019 Comments Off on ESTATE PLANNING…FOR PETS

When you leave for the weekend you think long and hard about who you entrust with your fur babies, don’t you think you give the same level of thought to […]

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Father’s Day for the Father with (Almost) Everything

Are you stumped on a Father’s Day gift? Toss out the old tie or fishing rod idea! Consider thoughtful gifts that improve his daily routine or give him the gift […]

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LEGAL DOCUMENTS TO SIGN BEFORE HEADING OFF TO COLLEGE

No one wants to think about what might happen to their college-bound kids in an emergency. Despite this, all parents should have a plan in place in the unlikely event they […]

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Estate Planning – Six Reasons Why

It’s not surprising that younger adults tend to put estate planning on the back burner. However, even if you don’t have children or many assets yet, you can benefit from […]

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Business Succession Planning

Another important New Year’s resolution is proper succession planning. This may include selling your business interest for cash or other assets. You may want to pass the business to a trusted […]

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Asset Protection

When you visualize “asset protection” do you think about hiding money in your mattress? Maybe offshore accounts in the Cayman Islands? Or do you simply think it doesn’t apply to […]

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Charitable Trust Primer

Charitable Trust Primer

8th Oct 2018 Comments Off on Charitable Trust Primer

If you regularly donate generously to charity, you may want to consider how structuring your charitable giving can generate immediate tax incentives for you. Properly structured charitable trusts could offer […]

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NOW IS THE TIME MILLENNIALS SHOULD START ESTATE PLANNING

Attached to the phrase “Estate Planning” is the stigma that it is something that only the elderly and terminally ill consider. However, the earlier the planning begins in life, the […]

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Legal Documents To Sign Before Leaving For College

Legal Documents To Sign Before Leaving For College

27th Jul 2018 Comments Off on Legal Documents To Sign Before Leaving For College

No one wants to think about what might happen to their college-bound kids in an emergency. Despite this, all parents should have a plan in place in the unlikely event they […]

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