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Taking a Vacation? Make Sure You Plan For The Unexpected.

Vacations are a great way to get away with family, have fun and make great memories.  If you are preparing for your summer vacation, don’t overlook the importance of preparing (or updating) your estate plan. Give yourself peace of mind as you travel, while minimizing the potential stress your loved ones would face if something were to go wrong. Below is a list of the things you should have in place, or review, before heading

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Your Money, Your Independence. Guard(ian) Your Blindside.

Guest Blogger, Glenn Brown, CFP, CRPC, is the owner of Plan Dynamics, LLC. As a parent, you do dozens of things daily to ensure your child’s well-being and personal growth. Think of your instructions for a babysitter to ensure fun, consistency and safety. While out for a date night with your spouse, what if something happened where neither of you were able to come home… ever. What now? Who ensures your child’s continued growth, brings

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Naming a Guardian? Avoid These 6 Common Mistakes

Who you name as a guardian for your minor child is one of the most important decisions you will make when you are creating your estate plan. After all, you don’t want just anyone taking care of your child if you die or become incapacitated. You want the people whom you know, love and trust to be there to care for your children should the unthinkable happen. While it is easy to fall into “it-won’t-happen-to-me”

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Frequently Asked Estate Planning Questions- National Estate Planning Awareness Week

I hope you’ve enjoyed reading and learning about estate planning during National Estate Planning Awareness Week. We believe that knowledge is powerful and being prepared is liberating- and we appreciate you, area parents, for partnering with us in our mission to educate families – especially young families – about the importance of planning. To wrap up the week, I’d like to take a moment to summarize everything we’ve covered this week, (and a bit more, for

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Why Plan – National Estate Planning Awareness Week

A question I often get asked is “Why is estate planning so important for me as a parent of a young child or of young children?” It’s simple: when you are the parent of a young child or young children, that is when estate planning is most important. Here’s why: You’ve got young kids. They can’t take care of themselves. They can’t take care of the assets that you leave to them while they’re still

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What is Your “Plan C?” Reflecting on Schoharie

It’s not an easy discussion. But, we have a responsibility to have it. In fact, I believe that one of my most solemn duties as a parent is to make sure that my children are protected, always. Even in the event of my death. As an the Client Services Director of an estate planning law firm, it is also my responsibility to educate parents about planning for the worst, while they are young and healthy.

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5 Common Estate Planning Mistakes and How to Avoid Them

Since estate planning involves thinking about death, many people put it off until their senior years, or simply ignore it all together, until it becomes too late. This kind of unwillingness to face reality can create major hardship, expense, and mess for the loved ones you leave behind. While not having any estate plan is the biggest blunder you can make, even those who do create a plan can run into trouble if they don’t

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Tips for Ensuring Your Estate Plan Takes Good Care of your Pets

This is Louise. She’s a redbone coon hound and she’s my pet, but she’s also my family. It’s sad, but unfortunately very true, that many furry family members, like Louise, end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society estimates that between 100,00 to 500,000 pets are placed in shelters each year for exactly this reason, and a large number of these animals are ultimately euthanized. Whether we

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Lessons learned from an Emergency: He Said

Back in January, my wife, Paula wrote about my holiday adventure with the emergency room (ER.)  In response to that email, I received an outpouring of ‘get well’ wishes from concerned clients.  When I started this firm (20 years ago this year,) I wanted to build a firm that valued client relationships, one where I would not only be a valuable resource to my clients, but someone to whom my clients could turn in times

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Ready to Write Your Will? Consider This Before You Go It Alone or Online.

A last will and testament is the most commonly thought of document when it comes to an estate plan. But, really, it’s a very small part of an integrated plan that ensures your family stays out of Court and out of conflict when something happens to you. Writing your own Will. Don’t think you can just write your own Will and that will help your family. Instead, consider the reality that trying to do so

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Kids Protection Planning Guide

Kids Protection Planning Guide®

Emptying the Nest

Emptying the Nest: 8 Ways Your Estate Plan Changes When Your Children Turn into Adults