Key Milestones For Planning Your Retirement

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. While your individual retirement plan and goals will be unique to your income, family situation, and desired lifestyle, most...

Key Milestones For Planning Your Retirement

The road to retirement is a long one, and as with any journey, it helps to have a few key...
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10 Common Estate Planning Mistakes You Can’t Afford to Make – Part 2

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many...
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10 Common Estate Planning Mistakes You Can’t Afford to Make

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many...
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How Probate Can Affect You, Whether There’s a Will or Not

Does a will mean family members will have a stress-free time dealing with your estate and the probate process in...
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How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy

When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things”...
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Why Transferring Ownership of Your Home to Your Child is a Bad Idea

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your...
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Why Estate Planning Is So Essential For Business Owners

If you are running a business, it’s easy to give estate planning less priority than your other business matters. After...
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One of the Greatest Gifts to Your Family is the Plan for Incapacity

When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit...
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Are Your Kids Protected? What to Do Now to Protect Your Kids When You Can’t

It’s not a fun topic. However, it is important to consider how you plan to protect your kids if you...
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Probate: What It Is & How To Avoid It—Part 2

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become...
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