trusts

May 12, 2020

Your Vacation Checklist

You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate…

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May 1, 2020

Keeping the Peace After You Are Gone

Planning With an Aim Towards Building Unity A will or trust contest can wreak havoc on families. The conflict can result in…

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September 6, 2019

Estate Planning Considerations for Benefits Open Enrollment

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and…

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August 9, 2019

Avoid Probate, Create an Estate Plan Specifcally Designed for Your Needs

Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an estate plan,…

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July 12, 2019

Can I Make Estate Plans Without My Spouse?

The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances,…

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May 31, 2019

Want a Greater Sense of Purpose? Plan Your Legacy

When you think about the legacy you’ll leave, what comes to mind? Perhaps it’s security for your family or a positive contribution…

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May 3, 2019

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

According to a  survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many…

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June 1, 2018

Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth

Many people who inherit wealth or small businesses are at significant risk for essentially squandering the wealth. An Ohio University study shows…

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May 25, 2018

Potential Problems with Beneficiary Designations

Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank…

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May 11, 2018

How to Leave Your Life Insurance and Retirement Plan to Your Minor Children

Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned…

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