Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.
Learn more about estate planning from our financial advisors below.
Basic Estate Planning is for Everyone It’s a common misconception that estate planning is exclusively for the ultra-wealthy, a reserve of the high-flying CEOs and multi-millionaires. This idea could not. . .
Navigating the Complex Terrain Estate planning is crucial for couples to ensure their wishes for asset distribution are respected after their passing. It is an integral part of financial planning,. . .
Physicians are taking the brunt of lowered medical costs reimbursements. Increasingly, medical providers are deciding not to handle Medicare patients any longer; instead, they are offering services to those over. . .
Reducing estate tax liability is getting more complicated. A very significant thing has recently happened regarding estate taxes. The significance of this change is far-reaching; the agent that grasps this. . .
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“Happily ever after” is typically the ending of a fairy tale. But it’s more than that. It’s also the way we want to retire. What does it take to have. . .
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Probate court proceedings can be a lengthy and costly process for families of deceased individuals. In some cases, the process can take up to a year or longer. Luckily, there. . .
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Estate planning is organizing and managing your assets to ensure their proper distribution after death or incapacitation. It can be daunting, but it’s necessary for financial and legal protection. In. . .
Are you feeling overwhelmed by the different life insurance policies out there? Do you think you need more information to make an informed decision? Don’t worry—you’re not alone. Many people. . .
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“In today’s insane economic environment, it’s easy to be lured into risking your savings by chasing after returns. If you’re close to retirement, keep calm and focus on your long-term. . .
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When it comes to money, inflation is like a termite: It’s small and seemingly innocuous initially, but it can do severe damage over time. Inflation is the gradual increase in. . .
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