February 4, 2016 |
Preparing for Your First Estate Planning Meeting
Although your estate planning attorney can help you walk through the basics of your plans for the future, it’s also a good idea to be ...
Learn MorePreparing for Your First Estate Planning Meeting
Although your estate planning attorney can help you walk through the basics of your plans for the future, it’s also a good idea to be knowledgeable about how you can make the most of this first meeting. Read on to learn more about what you can do in advance to capitalize on this important planning opportunity. 
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February 3, 2016 |
Tech Company Top Succession Planning Tips
It’s not just tech companies that should pay attention to succession planning these days. In fact, increasing salary expectations, highly specialized skillsets, and lengthy searches ...
Learn MoreFebruary 2, 2016 |
Widow Forced to Get Court Order for Access to Husband’s Ipad
A recent case involving ownership of an Ipad highlights how important it is to plan ahead comprehensively in terms of your estate. While many people ...
Learn MoreFebruary 1, 2016 |
Are You Forgetting About an Estate/Tax Time Bomb?
If you’re a parent and you have used the New Year to do some estate planning for the year ahead, it’s important to get the ...
Learn MoreJanuary 29, 2016 |
Eight Extremely Smart Estate Planning Steps: Part 2
Setup Trusts Transferring ownership by taking assets out of your individual control and putting them into a trust can be very beneficial. Living trust can ...
Learn MoreJanuary 28, 2016 |
Eight Extremely Smart Estate Planning Steps: Part 1
There are simply no excuses for avoiding the estate planning process, but knowing what steps you need to follow can be extremely helpful for getting ...
Learn MoreJanuary 27, 2016 |
Estate Planning Tips: How to Protect Yourself in the Future from Financial Abuse
Individuals of any age could be subject to financial abuse but more it more often happens to elderly people. In order to avoid this impacting ...
Learn MoreJanuary 26, 2016 |
Does Sleep Have a Connection to Causing Alzheimer’s?
Everyone knows that it is imperative to get the right amount of sleep. As more research is being done about how to prevent Alzheimer’s or ...
Learn MoreJanuary 25, 2016 |
Tips for Selecting a Successor to Your Business
In many cases your business successor could be selected by default. If you have a family business, for example, there is likely one member ...
Learn MoreJanuary 22, 2016 |
Hillary Clinton Presents Plan for Estate Tax Increases
Hillary Clinton recently released a plan that would bring estate tax rates and exemptions back to 2009 levels. This would mean pushing down the maximum ...
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