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Estate Planning for Surviving Spouses

Estate Planning for Surviving Spouses

After losing a spouse or longtime partner, it’s difficult to look past your grief. However, it’s crucial to understand the important and timely decisions you must make regarding your finances and personal estate plan.

Why Small Business Owners Need an Estate Plan

Why Small Business Owners Need an Estate Plan

Running a small business can keep you busy, but it should not keep you from creating an estate plan. Not having a plan in place can cause problems for your business and your family after you are gone.  

While an…

An Overview of Setting up a Trust and Selecting a Trustee

An Overview of Setting up a Trust and Selecting a Trustee

A trust is not only a tool for the wealthy. In addition to serving many functions, they solve specific problems relating to the dynamics of families that have little to do with wealth. Do you want to keep your affairs…

Managing Family Wealth and Minimizing Taxes

Managing Family Wealth and Minimizing Taxes

For high-net-worth families, many legal strategies are employed to preserve wealth and minimize taxes. However, tax laws continually change and can impact new and existing estate plans. For example, the SECURE and SECURE 2.0 Act presents some challenges and opportunities…

The Cost of a Doctor’s Visit Is Out of Reach for Many Americans

The Cost of a Doctor’s Visit Is Out of Reach for Many Americans

Think about being ill and having to determine whether or not you can afford medical care. Unfortunately, for many Americans, seeking medical care hinges on affordability rather than medical necessity. About half of US adults have gone without or delayed medical care…

Trusts for Grantor-Retained Income

Trusts for Grantor-Retained Income

It is common for people to seek wealth transfer and estate planning strategies that not only preserve their assets but also benefit them financially during their lifetimes. One such strategy is the grantor-retained income trust (GRIT). GRITs offer a unique…

What Are the Consequences of Disinheriting a Child?

What Are the Consequences of Disinheriting a Child?

When it comes to transferring property or money to their children, most parents prefer to treat their children equally. But sometimes, parents intentionally choose to not leave anything to a child, and the reasons for doing so may vary. One…

Living Wills: Ten Things You Need to Know

Living Wills: Ten Things You Need to Know

How would you decide how to care for yourself if you were seriously ill or accidentally injured? You don’t have to be old to become incapacitated. A living will, a component of an advance health care directive, can outline your…

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