Posted on: April 10, 2025
Do you ever feel like you never have a moment to yourself? Or that even if you manage to carve out some personal time, you are not spending it as effectively as possible? An annual planning retreat might be the solution you need. Our always-on culture may counterproductively (and counterintuitively) hold us back from achievement. […]
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Posted on: April 3, 2025
Many estate plans contain revocable living trusts that will become irrevocable (cannot be easily changed or terminated) when the trustmaker dies. Such trusts may benefit the surviving spouse during their lifetime and may continue for the benefit of several additional generations. Because these trusts can be designed to span multiple decades, choosing the proper succession […]
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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: November 18, 2024
In many parts of the United States, football is more than a sport—it is a way of life and a passion we often share across generations. Transferring your season tickets has become a common practice to ensure that this tradition continues seamlessly. While a fan might pass down their love for an NFL or college […]
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Posted on: October 17, 2024
Many estate plans incorporate irrevocable dynasty trusts, which can offer benefits such as tax minimization and asset protection. The benefits of these types of trusts continue for a surviving spouse’s lifetime and several future generations. The actual duration of the trust can be affected by such factors as state law and how long the money […]
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Posted on: September 9, 2024
People often set up bank accounts or real estate so that they own them jointly with a spouse or other family member. The appeal of joint ownership, specifically with survivorship rights, is that when one owner dies, the other owner(s) will automatically inherit the property without it having to go through probate. Also, joint property […]
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Posted on: September 4, 2024
You have meticulously created your estate plan to include and address all your most important assets (accounts and property). You have reviewed your asset list repeatedly, and everything seems to be accounted for. But what if you have forgotten something? Americans own a lot of stuff. Taking stock of your tangible and intangible possessions when […]
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