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Category: Estate Planning

How Not to Protect Your Assets in a Second Marriage

February 20, 2016
When people get remarried they are often concerned that after they pass away their assets will go to their new spouses and leave their children from previous marriages with very little. While there are several ways to ensure...

The Changing Face of Grief

February 19, 2016
The Internet is changing how people mourn. Is it possible that in the future we will be able to plan our own digital funerals? If you are a frequent user of Facebook or Twitter, then you have undoubtedly noticed that whenever...

How Millennials Can Save For Retirement

February 11, 2016
It is no secret that many millennials are beginning their careers with large amounts of debt. Many of them are making the mistake of waiting to save for retirement until their debts are paid off. Before they even start their...

Affording 100 Years of Life

February 7, 2016
The number of Americans living to see their 100th birthday is on the rise. It is not easy to pay for that many years of retirement.  According to the Center for Disease Control and Prevention, the number of Americans...

Estate Planning Statistics

February 24, 2015
When you don’t know where else to turn, look to the facts. Cold, hard, unflinching facts and statistics. As long as you understand the details behind the statistics and agree with the methods used, they can give you...

What Is a 1031 Exchange?

December 22, 2014
Typically, when you sell business or investment real property, you’re required to pay capital gains tax on the sale. Taxes are a fact of life, but wouldn’t you prefer to defer paying your taxes if you could? 1031...

Estate Planning FAQ

December 22, 2014
Did you know that you have an estate? It’s true! Not the sort of estate that contains a large house and lots of land in the countryside, but an estate made up of everything you own. All of your money and property blend...

When to Update Your Estate Plan

December 22, 2014
An estate plan is not a one-time, in-and-out procedure. The documents that make up your estate plan will significantly impact your life, your family, and your property after your death. To ensure everything occurs as...

Notifying Beneficiaries of a Trust

December 22, 2014
When a Grantor passes away, the Trustee of the estate must step into action. There are numerous tasks to complete, including collecting assets, paying taxes and bills, filing accountings, managing money for beneficiaries,...