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Estate Planning Awareness Week: Don’t Fall Victim To These Common Myths
This week is Estate Planning Awareness Week. …
Did You Choose More Than One Successor Trustee?
When selecting a successor trustee for a trust, it is common for the individual who creates the trust……
Planning to Receive an Inheritance
When we think of estate planning, we often think about preparing our accounts……
How to Responsibly Leave an Inheritance to Your Grandchildren
Estate planning attorneys frequently hear from their clients, “I’d like to leave something to my grandchildren. What’s the best way to do…
A Comprehensive Power of Attorney is Critical to be Effective
It is critical your “power of attorney” (POA) documents are clear and comprehensive for when the time comes when you are unable…
How to Prevent Being Scammed Online
With millions of people around the world using the internet, there is an endless number of scams being perpetrated on unsuspecting victims….
Are IRA and 401(K) Accounts Good Retirement Options?
Is it time to rethink your financial retirement portfolio? Kiplinger.com is indicating it is. You may have built up a significant nest egg in…
In Case of Death or Incapacitation, it is Critical to Get Your Financial Affairs in Order
Bring peace of mind to you today and relieve your loved ones’ burden in the future, by organizing your financial documents for…
The Pros and Cons of Powers of Appointments
An often misunderstood but common estate planning tool that can appear in estate planning documents is the power of appointment. Not to…
It Is Hard for Many 65 and Older to Make Ends Meet
45 percent of Americans 65 and older are not making it financially to meet their most basic needs, which is a national…