Article-3738

October 16, 2015 |

Be Aware of Estate Planning Across State Lines

It’s not a surprise that people are increasingly mobile these days, and that applies to more than just the online sphere. More clients are coming ...

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Article-3734

October 15, 2015 |

Estate Planning Details You Might Have Forgotten

Even if you have the basics covered through a will or other documents, make sure you don’t forget some of the other key aspects of ...

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Article-3732

October 14, 2015 |

Asset Protection Tips: Vet Your Advisors Carefully

Being aware of where you invest your money might seem like an obvious asset protection tip, but it’s one that bears repeating. Of course, you ...

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Article-3728

October 13, 2015 |

Parental Leave and Business Succession

A leader’s primary contribution to a company is their availability and vision, this makes it important to plan ahead for maternity or paternity leave. Since ...

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Article-3725

October 12, 2015 |

Quick Tips for Better Health Decisions

Using a healthcare power of attorney might seem emotionally exhausting when compared with a financial power of attorney, but it’s still a critically important document ...

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Article-3722

October 9, 2015 |

What Do “Trigger” and “Elimination” Mean in Long-Term Care Insurance?

Whether you have just purchased it for yourself or for an aging parent, it’s important to understand the factors involved in a long-term care insurance ...

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Article-3719

October 8, 2015 |

What’s a Grantor Trust?

  A grantor trust means that the person who creates it is still responsible for estate tax and income tax purposes. The grantor also maintains ...

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Article-3716

October 7, 2015 |

Tips for Funding a Succession Plan

It is not enough to think only about the people who might take over your business after you have stepped down or passed away- you ...

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Article-3713

October 6, 2015 |

How Much Do Changing Laws Call For an Estate Plan Review?

While your documents might have been in order at the time you created them, shifting laws can change this can cause your well-thought-out plans to ...

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Article-3709

October 5, 2015 |

Three Tips for Asset Protection Planning

Making sure you’ve reduced risks associated with your assets is an important part of your overall planning for finances and your estate. Read on to ...

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