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Ensuring That Your Final Wishes Remain Private
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the...
Nov 28, 20143 min read


Planning for Mental Disability
One area of planning that many people overlook is making sure their mental disability plan is up to date. Three Areas of Your Mental...
Nov 18, 20143 min read


Beneficiary Designations
One area of planning that many people overlook is their beneficiary designations. Have You Checked Your Beneficiary Designations Lately?...
Nov 12, 20142 min read


Married Couples and Estate Tax Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the...
Nov 4, 20144 min read


What if Treating Your Children Fairly Means Unequal Inheritances?
When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However,...
Jul 30, 20143 min read


U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors
On June 12, 2014, the U.S. Supreme Court--in a unanimous decision--ruled that Individual Retirement Accounts (IRAs) inherited by anyone...
Jul 28, 20144 min read
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