Protecting Your Aging Loved Ones

With millions of seniors visiting the ER each year due to falls in the home, it’s important to take precautionary measures to ensure their safety. One helpful tool is to use a medical alert system. With just the push of a button, you or your loved one can be connected to trained staff who can […]

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What You Need to Know About Being a Trustee

    So, you have been chosen as a Successor Trustee to manage your relative’s or friend’s Trust. Wow, you may think, what an honor. Yes, being chosen as a Successor Trustee is certainly an honor; the person who chose you likely considered you trustworthy, responsible, amicable, and detail-oriented. Before serving as a Successor Trustee, […]

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Why You Want to Prevent a Guardianship

  Many people understand that estate planning acts as a preparatory measure.  Unfortunately, most people often don’t understand enough about why estate planning is vitally important.   People forget that they need to plan for the unforeseen, and if they fail to plan, the results can be catastrophic. For example, what if you develop dementia […]

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Why You Need a Durable Power of Attorney

  What do you think of when you hear “Power of Attorney”?  If you are like most people, you probably think a POA is designed to assist a person with his/her day-to-day responsibilities including management of financial assets in the event he or she becomes incapacitated by illness or an unfortunate accident.  While an agent […]

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3 Estate Tax Myths Debunked

  The language of estate planning can be confusing for those just getting started with their planning. There is so much terminology, so many acronyms, and important concepts to remember. People may wonder what’s the most important? What will be the most relevant to my needs? While most people are being guided by an estate […]

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4 Ways to Protect Your Personal Assets with an LLC

  If you are a business owner, chances are you had a long period of rumination before deciding on your current business entity. Friends, business gurus, and other “experts” may have given you information that made certain business entities seem more attractive than others.  While S-Corps, C-Corps, and even Sole Proprietorships have benefits unto themselves, […]

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Do You Still Need ‘AB Trust’ Planning in Your Estate Plan?

  If you are married and sought the counsel of an estate planning attorney several years back, chances are your estate plan contains an “AB Trust.” Unless you are well-versed in estate planning, the likelihood of you remembering terms like AB Trust is slim. An AB Trust is a specific type of planning available to […]

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Financial Planning vs. Estate Planning: What’s the Difference?

It is common for people to confuse the responsibilities of financial planners and estate planners. Both professionals offer substantial value to those interested in organizing their financial assets, planning for the future, and creating greater peace of mind and security. In actuality, however, financial planners and estate planners have important differences in their specific areas […]

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Why Every Small Business Owner Should Have an Estate Plan

  The American Dream is built on the back of small business, especially family business. In a survey by the Family Business Center, it’s estimated that family businesses account for 64% of the United States GDP, generate 62% of the country’s employment and comprise 78% of all new job creation. An overlooked reality of family […]

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