Category: Estate Planning

 The Real Cost To Your Family: Not Planning For Incapacity

 The Real Cost To Your Family: Not Planning For Incapacity When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die. And these people aren’t wrong. Indeed, putting strategies in place to protect and pass on your wealth and other assets [..]

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4 Critical Estate Planning Tasks to Complete Before Going on Vacation

4 Critical Estate Planning Tasks to Complete Before Going on Vacation Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental vehicles. But one thing many people forget to do is plan for the worst. Traveling, especially in foreign destinations, means you’ll likely be at greater risk [..]

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Overcoming Small Business Challenges through Operational Strategies

Overcoming Small Business Challenges through Operational Strategies As with so many things in life, some of the same qualities that help small businesses succeed, can also lead to their demise. Fortunately, much of that risk can be lessened through operational excellence. For example, the owners and managers of small businesses often know each other before [..]

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How to Fund Your Trust to Avoid Probate

How to Fund Your Trust to Avoid Probate A common estate planning mistake many people make is not ensuring the trust you have created holds all your assets.  Unfortunately, most lawyers simply do not make sure this is properly handled for their clients, so if you’ve worked with any law office other than ours, you [..]

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Donate Appreciated Assets to Charity Instead of Selling Outright For Tax and Income Benefits Using a Charitable Remainder Trust

Donate Appreciated Assets to Charity Instead of Selling Outright For Tax and Income Benefits Using a Charitable Remainder Trust   If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust (CRT) to avoid income and estate taxes—all while creating a [..]

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