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The Proper Planning Mix For Blended Families, Continued

February 16, 2021/

Last time we looked at planning for blended families in general terms. Now let’s discuss some specific trusts that you...

The Proper Planning Mix For Blended Families

February 11, 2021/

Planning for blended families can present unique challenges, in part because the interests of a current spouse and any mutual...

What If You And Your Child’s Other Parent Cannot Agree On A Guardian?

February 9, 2021/

It goes without saying that you and your child’s other parent should name the same guardian for your children. But...

Eight Factors To Consider When Choosing A Guardian For Your Children

February 4, 2021/

Who should raise your children if for some reason you or your spouse is unable to do so? It’s not...

Did You Know That Americans Did Not Always Pay A Personal Income Tax?

February 2, 2021/

As we enter the 2020 tax season, however unwillingly and with gritted teeth, you might be interested to know that...

Giving To Charity Wisely

January 28, 2021/

Charitable giving allows you to assist the people and organizations that have come to mean the most to you over...

The Roth IRA Versus The Traditional IRA: Which One Is Right For You?

January 26, 2021/

Deciding whether to choose a Roth IRA or a Traditional IRA is an important decision and can have major financial...

Have You Reviewed Your Beneficiary Designations Lately?

January 21, 2021/

Maybe it’s an insurance policy you took out years ago. Or the retirement plan you set up with your employer...

Selling Your Business To The Highest Bidder Is Not Necessarily The Best Option

January 19, 2021/

If you own a business and have not put a succession plan in place, you might be thinking that the...

The Difference Between A Living Will And A Health Care Power of Attorney

January 14, 2021/

Many people are confused about the difference between a living will and a healthcare power of attorney. A living will...

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