Posted on: January 22, 2023
Perhaps you’re a parent expecting your first child, adopting, or maybe you’re a grandparent looking forward to another bundle to bounce on your knee. The joy of a new arrival can be all-consuming. But as we all know, the anticipation must give way to action, planning everything from daycare to diapers. Of course, it’s hard […]
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Posted on: December 8, 2022
An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
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Posted on: May 18, 2022
An estate plan should not be a set-it-and-forget-it endeavor As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can dramatically affect your estate plan and make it out of date. If you think your estate plan is like a slow cooker […]
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Posted on: April 5, 2022
Parenting beyond the Grave Parents strive to make their children feel equally valued. As such, parents typically divide their accounts and property equally among their children when setting up an estate plan. But while parents strive for equality, they simultaneously acknowledge that children have different needs at different times. And these needs do not always […]
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Posted on: July 12, 2021
new parents just need a will like a child just needs a nursery "I just need a will." I get it: new parents want to get organized. And, that's a box that needs checking. It never ceases to amaze me how much chaos such a little person can wreak as a parent myself. So, I […]
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Posted on: April 27, 2021
We recently covered an example to get you thinking about how much you should save each month for retirement. With Federal tax laws in flux with the new administration, it is important to strategically plan your gifting. Saving for college presents a unique opportunity to execute a gifting strategy that will benefit both you and […]
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