Category Archives for Asset Protection Planning

Is your family “too young” for an estate plan?

Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when

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Reflecting on 2016- Thank you for a great year!

Happy 2017! For our first post of the new year, we looked back on our work together in 2016. It sure felt like a monumental year: after moving into our new offices, (this time last January- you might

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Protect Your Surviving Spouse

Protect Your Surviving Spouse – Review your plan TODAY for this language!

If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create unnecessary cost, effort and stress for your surviving spouse. Back

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Take Advantage of National Estate Planning Awareness Week

Did you know this week is National Estate Planning Awareness Week? No, really, it is! And it isn’t one of those made-up holidays like National Lemon Meringue Pie Day or International Talk Like a

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Five Reasons To Never Give An Outright Inheritance To Your Children – and What to Do Instead!

If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are working so hard to do. But, far too often, the way we leave those inheritances actually does

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Medicare Facts For You, Your Parents

People who are nearing the age of 65 should be making plans for the transition from private health care to Medicare. It is not a simple process or one that happens automatically. You have to initiate the

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Are You Leaving Your Retirement Account at Risk?

You’ve spent your entire life building up your retirement account. It may even be the biggest asset you’ll leave behind for the people you love. If that’s the case, you may want to consider creating

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Lottery

What to do with a cash windfall

Many of us like to fantasize about winning the lottery. We muse with our friends about how we might spend the money, and we dream about never wanting for anything ever again. The odds are against us, of

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How to Plan for the Long-Term Care of a Special Needs Child

Parents of special needs children are naturally concerned about how that child will get the care he or she needs after they are gone.  There are several ways to plan for the care of a long-term disabled

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More About Your Estate Plan

The revocable living trust is the basic building block of most estate plans. It’s the tool that allows your estate to avoid the expense, delay, and uncertainty of probate court, and it is the tool that

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