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Estate Planning Mistakes Seniors (Including You or Your Parents) Can’t Afford to Make

Posted on: April 4th, 2018
Estate planning really should become a priority as soon as you acquire your first asset, have a child, or step into adulthood in any other truly meaningful way. And yet many of us put it off for far too long, leaving ourselves and our families at risk of getting stuck in the court system in the event of an unexpected accident, illness, or injury. I get it, planning for your incapacity and death can be scary. But it’s even more frightening to think of the potential tragedies that can arise if you and your family don’t have the right planning in place....

Succession Planning When Not All of Your Kids are in the Family Business

Posted on: March 28th, 2018
Owning your own business can be a great endeavor that takes a lot of passion and drive. Many small business owners focus on the day-to-day management and growth of the business, rather than thinking about a time when he or she may not be in the business....

Not Married? You’re not alone – but you still need a plan. Estate Planning for People Living Together, Bachelors, and Bachelorettes

Posted on: March 21st, 2018
Approximately half of America’s population over the age of 16 is unmarried. While much of the discussion involving estate planning focuses on married couples, this topic is just as important for a single person. In fact, many times it is even more important that a single person have a well-coordinated estate plan....

Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves

Posted on: March 14th, 2018
Baby boomers - the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes those born between 1946 and 1964, have entered and continue to enter into retirement. ...

How Estate Planning Can Help You Dream About Your Future

Posted on: March 12th, 2018
A dream without a plan is simply a wish. Estate planning is not just about death and taxes -- it puts you in the driver’s seat of your financial life, allowing you to set achievable goals....

What Happens to Your Student Loan Debt When You Die?

Posted on: March 7th, 2018
So what happens to your student loan debt when you die? Below are the different types of loans and what happens to the debt in the event the borrower passes away. Although it may not be a pleasant topic, it is imperative that you consider your debt as you work on your financial and estate plans....
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