Month: March 2019

March 29, 2019

The Shocking Truth About Asset Protection Planning

Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset…

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March 22, 2019

Should your child’s guardian and trustee be the same person?

If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the…

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March 15, 2019

Four Estate and Legacy Planning Tips for the Suddenly Wealthy

Suddenly coming into money can be both a blessing and a curse. Whether you just signed a multiyear, multimillion dollar employment contract,…

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March 11, 2019

Seeing an Estate Planner? Three Key Questions to Ask

Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you…

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March 8, 2019

Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us…

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An Easy Three-Step Review for Your Estate Plan “Helpers”

While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand…

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March 4, 2019

Seeing an Estate Planner? Three Key Questions to Ask

Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you…

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March 1, 2019

Is now the time to remodel your old trust?

There are several reasons why you should update your existing trust or perhaps your entire estate plan. While estate planning documents do…

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