HOW TO AVOID HIGH OCTANE STRESS AND ORGANIZE INFORMATION FOR YOUR FAMILY

Think, for just a few moments, about what would happen if you suddenly became incapacitated or died. Would your spouse or family…

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WHAT THESE 4 FAMOUS ESTATE PLANNING DEBACLES CAN TELL YOU ABOUT PROPER PLANNING

These four celebrity estate planning fiascos offer lessons about how to handle your own planning and legacies.   1. Pablo Picasso –…

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TEXTING CODES FOR SENIORS!

ATD: At the Doctor                                      …

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ESTATE PLANNING: 3 REASONS WE RUN THE OTHER WAY

I understand that it feels hard to get around to estate planning; it sounds about as fun as getting a root canal….

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REVOCABLE TRUST VS. IRREVOCABLE TRUST: WHICH IS BEST FOR YOU?

Trusts allow you to avoid probate, minimize taxes, provide organization, maintain control, and provide for yourself and your heirs. In its most…

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10 TYPES OF TRUSTS: A QUICK LOOK

Considering the myriad of trusts available, creating an estate plan that works can seem daunting.  However, that’s what we, as estate planning…

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WILLS VS. TRUSTS: A QUICK & SIMPLE REFERENCE GUIDE

Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact an experienced professional like me,…

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WILLS, TRUSTS & DYING INTESTATE: HOW THEY DIFFER

Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” However, many…

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EARLY PREDICTIONS ABOUT 2016 ESTATE TAX, GIFT TAX, GST TAX AND ANNUAL GIFT TAX LIMITS

Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation…

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WHAT DOCUMENTS DO YOU NEED TO FIND AFTER A LOVED ONE DIES?

After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the…

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