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3 Common Mistakes with Do It Yourself (“DIY”) Estate Planning
You’ve probably seen the commercials on television promoting the popular DIY estate planning options. Arguably one of the most famous options that…
Family Business Succession Planning Protects Your Legacy
Owning a family business is the dream of many families throughout the United States. There are countless success stories of families who…
Allocating Your Assets: When Fair is Not Equal, Talk with Your Kids
There are many things to take into consideration when it comes to developing an estate plan that suits your needs and leave…
Charitable Giving: Testamentary Gift
Many people would like to support charities but are unable to do so during their lifetime. Others support charities throughout their lives…
Common Mistakes: Wills and Revocable Living Trusts
There are always pitfalls that are associated with estate planning. Each document that is part of your estate plan has their own…
Seniors: Preparing to Become a Family Caregiver
Being put in a position to be a family caregiver for an aging family member is a difficult position to be in….
Marital Disclaimers and the Clayton Election: Last-Minute Estate Tax Planning
Deferring, minimizing, or avoiding estate taxes altogether is often an important estate planning goal for married couples. However, uncertainty surrounding what the…
Charitable Giving: Gift of Stocks
Many philanthropically minded people provide financial support to charities throughout their lives, and in some instances, they would like their donations to…
How to Protect Yourself from Elder Fraud
It is not uncommon for people to offer to assist older family members with their finances or guide them through the process…
Review and Update your Retirement Plan Beneficiaries
If you have a retirement plan, it’s important to review and update your beneficiaries regularly. Why? Because your beneficiaries are the people…