Posted on: March 6, 2025
Approximately three-fourths of Americans do not have a basic will.[1] Many of the same people also have children under 18, underscoring a significant misunderstanding about estate plans: They can accomplish much more than just handling financial assets (money, accounts, and property). One of the essential functions of an estate plan for parents of minor children […]
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Posted on: March 3, 2025
Rising housing costs, the desire for companionship, and the need to share resources increasingly lead buyers to consider buying a home with someone other than a spouse, such as a friend, relative, or significant other. Although this arrangement can be beneficial on several levels, it should be approached with open communication, careful planning, and a […]
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Posted on: February 27, 2025
The Hollywood lawsuit between Blake Lively and Justin Baldoni brings workplace sexual harassment back into the spotlight. While this case involves celebrities, sexual harassment affects workplaces of all sizes and industries. As a business owner, understanding how to prevent and address sexual harassment is crucial for protecting your employees and your company. We can learn […]
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Posted on: February 24, 2025
How to Pass Your Stories and Values to Future Generations Money and property may be the most discussed types of wealth a person owns, but the riches of their experience and wisdom can mean even more to loved ones. Remember, money isn't everything when it comes to family legacy. Reinforcement of family traditions can be […]
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Posted on: February 20, 2025
5 Things to Talk About with Your Family You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring you pass this along may call for a family meeting to discuss your finances, legacy, and core principles. This is an essential part of Estate Planning that […]
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Posted on: February 17, 2025
When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about your family members, the accounts and property you own, and whom you want to include in your estate plan. As you dive deeper into […]
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Posted on: February 13, 2025
Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in a tax-advantaged manner. Some trusts are highly complex, with multiple parties, intricate structures, specialized legal terms, and references to arcane tax law that can be difficult for the average person to understand. It's important to […]
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Posted on: February 10, 2025
If you are reading this, you need an estate plan. Why? The short answer is that everyone age 18 and older needs an estate plan. It does not matter whether you are old or young, have built up considerable wealth, or are just entering adulthood—you need a written plan to control what happens to the […]
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Posted on: February 6, 2025
Warren Buffett, known as the Oracle of Omaha, is one of the most successful investors ever. Lessons from Warren Buffett's estate plan reveal his disciplined approach to investing, understanding of markets, and financial foresight that have made him a global icon and model of success in the often-turbulent business world. Buffett’s investing can move markets […]
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