January 7, 2016 |
Conscience and Ethics in Estate Planning
Estate planning is a demonstration of personal values. As humans we have the unique ability to conceive and do the right thing like writing down ...
Learn MoreConscience and Ethics in Estate Planning
Estate planning is a demonstration of personal values. As humans we have the unique ability to conceive and do the right thing like writing down a plan and matching our deeds to it. Quite apart from the real world penalty, estate plans can promote integrity by incentivizing positive activities and beneficiaries or by philanthropic gifts.
You need to carefully consider what you want in your own plan as well as the legacy you want to leave behind for your loved ones. A completed estate plan aims to accomplish both goals at the same time, and may include various strategies and elements to help you do this.
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Blog
January 6, 2016 |
There is No Magic Pill for Asset Protection Planning
There is no question that cyber threats exist and that for many it is not a question of if but when. One issue is that ...
Learn MoreJanuary 5, 2016 |
Business Succession Planning: What Are the Values at Work?
A business reflects its owner, and a clear plan can keep that concern on the path that was chosen. Lack of a succession plan could ...
Learn MoreJanuary 4, 2016 |
Elder Law: Watching the Dangers of High Health Costs
Fidelity Investments has conducted an annual survey for the 7th straight year and 62% of those individuals asked in the survey reported unexpected expenses as the key ...
Learn MoreJanuary 1, 2016 |
A Shift in Tax Focus for Estate Planning
A shift has taken place in estate planning from saving on a state tax to avoiding capital gains taxes. With the federal estate tax exemption ...
Learn MoreDecember 31, 2015 |
Tips for Protecting Your Assets as You Age: Three Keys
The effects of aging, if not properly prepared for, can rob a person of their assets and rob heirs of their inheritance. According to recent ...
Learn MoreDecember 30, 2015 |
Trusts Enhance the Options of Business Succession Planning
Using a trust can place business succession in a well-controlled structure that, when done earlier than succession might actually occur, allow assets to grow within ...
Learn MoreDecember 29, 2015 |
Creating an Elder Abuse Profile Can Trigger Prevention
With persons over 50 possessing 70% of the wealth in the majority of families across the United States, family members and predators alike may attempt ...
Learn MoreDecember 28, 2015 |
Pets Are Precious Even in Estate Planning
The key in planning ahead for the well-being of your beloved pet is to find a caring organization or person and to candidly talk to ...
Learn MoreDecember 25, 2015 |
What is the Chan-Zuckerberg Initiative?
The just-announced Chan-Zuckerberg Initiative may change the face of high network giving, as rather than granting funds to an outside entity they acted to give ...
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