Sometimes you have to go through something to gain true perspective on the pros and cons. For example: Have you ever owned anything with someone who wasn’t your
For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished. It’s a symbol of freedom; no school for
I'm sad as I write this article. A very close client of mine passed away on Sunday. I got to meet Pat 10 years ago but really got to know Pat after her husband
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Blended families are not uncommon these days. But this complicates estate and wealth transfer planning because there
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In wealth transfer planning, we often think of how we want to distribute our assets upon death. But what is sometimes
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It’s very common to see an estate plan that says “leave all my money to my spouse and then my kids equally.” We call
Wealth Transfer Planning 3 of 6
Proactive wealth transfer planning is about control and leverage. We believe that a successful estate distribution
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Uncle Sam is probably an heir of your estate, whether you know it or not. The common misconception is that “my heirs won’t
