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Jul
Estate Planning Tips to Scoop Up for National Ice Cream Month — Do Not Leave Your Loved Ones with a Sticky Mess
There is nothing quite like ice cream on a warm summer day, served just the way you like it. You are outside, maybe on a shaded bench or strolling down the boardwalk, sun on your face with a light breeze cutting the heat. The cone is crisp, the flavor is superb, and the top...
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09
Jul
Estate Planning Tips to Scoop Up for National Ice Cream Month — Different Flavors of Transferring Your Money and Property Outside of Probate
It is summertime, and the living is easy. Maybe you spent the day out on the boat, at the beach, or at home relaxing in your most comfortable lounge chair. As the sun sets, you have a hankering for a sweet treat and decide to get some ice cream—a no-brainer in July, N...
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09
Jul
Estate Planning Tips to Scoop Up for National Ice Cream Month — Adding Toppings to Your Estate Plan
As much as Americans love ice cream, our tastes run pretty plain. Vanilla, chocolate, and strawberry consistently dominate “Top 5” flavor lists. 1 When we add toppings, we usually reach for the familiar—sauces, nuts, and sprinkles. Some people go for bolder ...
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17
Jun
Remember Your First Line of Defense: Insurance
The modern insurance market dates to seventeenth-century London, where merchants reeling from the Great Fire of London started pooling funds to cover fire losses. Today, this same basic concept—pooling risk to protect individuals and businesses from catastrophic loss—...
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Jun
Could a Domestic Asset Protection Trust Be the Right Trust for You?
There are more ways to create wealth today than ever before. Whether you are working a traditional nine-to-five job and investing in the stock market, a full-time investor taking advantage of online trading platforms and international markets, running an online business that you ...
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Jun
Are You Saving Enough for Retirement?
Retirement is supposed to be a carefree period of enjoyment and fulfillment. However, retirement has become a daunting prospect for many Americans, full of anxiety and financial uncertainty. Longer lives and rising costs make the idea of retiring in one's 60s increasingly u...
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May
4 Tips to Avoid a Will or Trust Contest
Disputes over the provisions in your will or trust can derail your final wishes, quickly diminish your financial legacy, and cause lasting rifts among your loved ones. Fortunately, with thoughtful planning, you can help your family avoid unnecessary and painful conflict. If you'r...
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May
Is it Time for an Annual Planning Retreat?
Do you ever feel like you never truly get a moment to yourself? Or that when you do, it doesn't feel as meaningful or productive as it could be? In today’s always-on culture, the constant pressure to stay busy can paradoxically keep us from making real progress. We hu...
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May
Where is the Best Place to Store Your Original Estate Planning Documents?
Estate planning attorneys are frequently asked where original documents, such as wills, trusts, powers of attorney, and healthcare directives, should be kept for safekeeping. While there's no one-size-fits-all answer, the following considerations can help you determine the ...
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May
Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan
In many families, things run smoothly—holidays are full of laughter, stories are shared, and there's a genuine sense of togetherness. But all too often, when the family matriarch or patriarch passes away, old wounds resurface. Suddenly, a once-close family finds itsel...
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May
How to Make the Next 100 Days Impactful
What comes to mind when you think of spring? Maybe it is blooming flowers, buzzing insects, singing birds, or the fresh smell of the earth after a rain. Your thoughts might turn to outdoor pursuits as the days grow warmer and longer. Memorial Day is not far off, marking the unoff...
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May
Notable Estate Planning Legislation
No matter the time of year, taxes are always a hot topic. While we usually think about taxes in terms of how they affect us today, it can be equally important to understand the history of tax laws that can impact your estate plan. The Estate and Gift Tax Taxation of propert...
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