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5 Tips for Successfully Receiving an Inheritance

Posted on: November 8th, 2018
If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in you. You have lost a loved one and also experienced monetary gain....

Estate Planning Considerations for Benefits Open Enrollment

Posted on: November 1st, 2018
The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. ...

Should your child’s guardian and trustee be the same person?

Posted on: October 4th, 2018
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Big “Life Changes” Often Mean Big “Estate Plan Changes”

Posted on: September 27th, 2018
Many people who put together an estate plan do so when they start a family - assuming they put an estate plan together at all during their lifetime. ...

Executor’s Duties

Posted on: September 21st, 2018
An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and responsible for probating the will and settling the estate. Depending on the state, an executor may work under court supervision or may use so-called “independent” administration for an unsupervised probate. ...

Your Fall “Legal Affairs” Checklist

Posted on: September 7th, 2018
With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date:...

Advance Health Care Directives - everyone needs one

Posted on: April 23rd, 2014
March 31, 2014 marked the ninth anniversary of the death of Terri Schiavo, the 41-year-old who succumbed after her feeding tube was removed as part of a very public legal battle between her husband and parents. ...

Budgeting, Part 3: Instilling Money Values in Children and Grandchildren

Posted on: March 21st, 2014
Money values can be a guiding light that is a component of your legacy. If communicated frequently and purposefully, these values can be an important reference for your loved ones as they learn to handle money....

Four More Common Estate Planning Mistakes

Posted on: March 21st, 2014
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more validation that you are on the right track. Feel free to share this information with friends and family members, especially those who may not have a plan in place....