What Will Happen to Your Business If You Become Incapacitated or Pass Away?

+-*What Will Happen to Your Business If You Become Incapacitated or Pass Away? Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming your customers, employees, vendors, and ultimately, your family. For this reason, proactive financial planning — including your business and […]

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What to Expect for Estate Planning in 2018

+-*What to Expect for Estate Planning in 2018 2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can be completely protected. ●     The death tax. The death tax has been in a state of […]

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Aging.gov: A Resource for Older Americans and Their Families

+-*Aging.gov: A Resource for Older Americans and Their Families More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a website launched by the former administration. The goal of this website is to act as gateway for older Americans and their families, friends and caregivers to locate information about leading a […]

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Organizing for Tax (and Estate Planning) Season

+-*Organizing for Tax (and Estate Planning) Season It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you’ll be receiving tax forms such as your W-2 or 1099s, and you’ll start thinking about the life events that could affect your taxes in […]

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What to Expect from Estate Planning in 2018

+-*What to Expect from Estate Planning in 2018 2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can be completely protected.

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Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

+-*Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money.  In reality, nothing could be further from the truth. People at all income and wealth […]

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How Does an IRA Fit Into Your Estate Plan?

+-*How Does an IRA Fit Into Your Estate Plan? When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? The answer depends on how you go about creating your estate plan and selecting beneficiaries, and you might be surprised to find out that your money […]

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