Month: January 2022

January 28, 2022

Preserving Your Money and Property Beyond the Third Generation

Preserving Your Money and Property Beyond the Third GenerationWhether you have inherited your wealth or have built it yourself, you likely want…

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January 13, 2022

Adding Right of Occupancy to a Revocable Living Trust.

Family dynamics can change drastically when one member passes away. In particular, if a surviving spouse remarries, the question of what happens…

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January 7, 2022

Estate Planning in 2022: Considerations for the 99 Percent

12/21/21 | WealthCounsel Blog Like 2020, this year has been one for the record books. For the first time ever, young Americans (aged…

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