Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.
Learn more about estate planning from our financial advisors below.
Physicians are taking the brunt of lowered medical costs reimbursements Increasingly medical providers are deciding not to handle Medicare patients any longer instead they are offering services to those over. . .
Reducing estate tax liability is getting more complicated A very significant thing has recently happened regarding estate taxes The significance of this change is far reaching the agent that grasps. . .
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8220 Happily ever after 8221 is typically the ending of a fairy tale But it 8217 s more than that It 8217 s also the way we want to. . .
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Probate court proceedings can be a lengthy and costly process for families of deceased individuals In some cases the process can take up to a year or longer Luckily there. . .
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Estate planning is organizing and managing your assets to ensure their proper distribution after death or incapacitation It can be daunting but it 8217 s necessary for financial and legal. . .
Are you feeling overwhelmed by the different life insurance policies out there Do you think you need more information to make an informed decision Don 8217 t worry you 8217. . .
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8220 In today 8217 s insane economic environment it 8217 s easy to be lured into risking your savings by chasing after returns If you 8217 re close to. . .
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When it comes to money inflation is like a termite It 8217 s small and seemingly innocuous initially but it can do severe damage over time Inflation is the gradual. . .
Being Prepared is not just for the Boy Scouts As an advisor I occasionally have the unfortunate job of dealing with the passing of someone s spouse parent or sibling. . .
8220 It 8217 s fantastic if you inherit an annuity but you need to understand the tax implications and how to make them more favorable 8221 Lyle Boss You. . .
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