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Estate Planning

Top Estate Planning Pointers

Posted on: April 5th, 2017
Many people believe they don’t have enough in assets to warrant the need for an estate plan, but, if you have a car, a bank account, a house, life insurance policy, and/or retirement account, you need a plan. Here are some of the things to consider to maximize the value of the assets you do have and make informed decisions while you are alive to benefit your heirs and beneficiaries after your passing....

Protect Your Electronic Assets and Accounts

Posted on: February 16th, 2017
A while ago, we talked about protecting your digital assets, such as e-mail, video, photography, and social media accounts. Designating how you wish these to be handled upon your death is important, if those individuals you will leave the assets to will have any chance of accessing these assets....

Securing Your Documents, Securing Your Wishes

Posted on: February 7th, 2017
While we’re alive, we gather a library full of paperwork and access codes relating to such things as insurance policies, bank records, taxes, digital accounts, medical reports, personal property, and real estate and other assets. Protecting this kind of information is very important, but, surprisingly, many people forget to properly manage their documents and digital assets....

2016 Was A Year Of Unprecedented Loss

Posted on: January 4th, 2017
This past year has seen the deaths of many of our beloved icons, including entertainers, sportsmen, newscasters, historic leaders, and political figures. Debbie Reynolds and her daughter Carrie Fisher, George Michael, John Glenn, Muhammed Ali, David Bowie, Nancy Reagan, Arnold Palmer, Gene Wilder, Florence Henderson, Merle Haggard, and many others of note have left us, but they also left behind their legacies....

Planning for Alzheimer’s Disease

Posted on: July 22nd, 2016
It is estimated that some 5.1 million Americans may have Alzheimer's disease, which is a progressive brain disorder, and which can have overwhelming emotional and financial implications for today’s families. As our population ages, the prevalence of the disease rises — doubling every five years after age 65, according to the National Institute on Aging....

Clinton Lack of Plan Could Be Costly

Posted on: June 29th, 2016
A Forbes magazine analysis of the Bill and Hillary Clinton’s family holdings suggests that their net worth is somewhere in the range of $45 million, which sounds like a pretty hefty nest egg. However, without proper estate planning, that sum could take a huge hit and leave a monstrous tax bill for whoever survives....
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