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Business Planning, Estate Planning & Asset Protection

January 9, 2020

What Happens To Your Business If You Pass Away or Become Incapacitated?

Here’s why all Small Business Owners Should Have a Plan In Place 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 your […]

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Estate Planning & Asset Protection

December 31, 2019

Your 5 Task Year-End Estate Planning To-Do List

2020 is fast approaching.  As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings.  Before entering into the new year, here are some things that need to be on your end of year checklist: Make Sure Your Estate Planning is Up To Date Will […]

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Estate Planning & Asset Protection

December 26, 2019

Money Isn’t Everything in Estate Planning How to Pass Your Stories and Values to the Future Generations

Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line. Reinforcement of family traditions can be built into your estate plan alongside your wishes regarding your money, property, and belongings. After all, what really […]

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Estate Planning & Asset Protection

December 24, 2019

Want to Give the Kids an Early Inheritance? 4 Things to Consider

If you’re thinking about giving your children their inheritance early, you’re not alone. Studies suggest that these days, nearly two-thirds of people over the age of 50 would rather pass their assets to the children early than make them wait until the will is read. It can be especially satisfying to fund our children’s dreams […]

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Estate Planning & Asset Protection

December 19, 2019

Steps For Starting the End-of-Life Conversation

No one wants to discuss death and dying. And yet, it’s a critical time in everyone’s life and one for which we know we need to prepare. While many people have the desire to share their wishes, something is preventing people from openly communicating with their families. As an important part of estate planning, healthcare […]

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Business Planning, Estate Planning & Asset Protection

December 17, 2019

Retirement Planning for Business Owners

For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. But, when you’re the owner of a business, planning for retirement requires proactivity and strategy. It’s not just the dizzying array of choices for retirement accounts, there’s also […]

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Estate Planning & Asset Protection

December 12, 2019

The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. When they’re old. (The survey did find that the elderly are much more likely to have some plan in place.) It’s all too clear […]

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Estate Planning & Asset Protection

December 10, 2019

How to Leave Assets to Adult Children

When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn’t necessarily mean they should receive equal shares of your estate. For example, it may be desirable to give more to a child who […]

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Estate Planning & Asset Protection

December 5, 2019

High Deductible Health Plan? How Your Health Savings Account (HSA) Works with Your Estate Plan

If you’re enrolled in a qualified high-deductible health plan (HDHP), you must consider how your health savings account (HSA) fits into your estate plan—especially to make sure that any hard-earned money left in your HSA when you die goes where you want it. What is an HSA? An HSA is an account whose funds may […]

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Estate Planning & Asset Protection

December 3, 2019

Gift Giving the Tax-Free Way

Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you many opportunities to give gifts to family, friends, and charities tax-free.  Some are straightforward, while others may require the help of a professional.  Your Yearly Coupons Each year on January 1st, everyone receives what can be […]

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