Category Archives for Asset Protection Planning

Asset Protection through Estate Planning

Asset Protection Planning

Asset protection planning is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important. The most foundational level of

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Buying a Will on Groupon

Buying A Will on Groupon, other Major Estate Planning Mistakes

Of the handful of major life events that require your serious consideration, few are as emotionally charged as how to leave your assets for loved ones at the time of your death. This process is legally

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Navigating the Sandwich Generation with Ease

July is Sandwich Generation month. If you’ve never heard of it: the average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly

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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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