Estate planning helps ensure that you and your loved ones will be protected no matter what the future holds. In our blog, we discuss the elements of an estate plan, how an estate plan prepares for possible illness or incapacity, what you can do to leave a lasting legacy for your loved ones, and much more. For answers to questions about your specific estate planning needs, please contact our office to request a free initial consultation.
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Keeping an Art Collection Safe With a Will, Trust, or Limited Liability CompanyArt collectors often have complex estate planning needs. However, these three common strategies could help you, your heirs, and your estate avoid complications.
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It Is Important to Have a Plan for Your Assets and Property Estate While UnmarriedAmong older Americans, divorce and widowhood are at an all-time high, leading to new partnerships.
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What Are the Consequences of Disinheriting a Child?Children receive property or money as inheritance from their parents, generally equally
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Managing Family Wealth and Minimizing TaxesMany legal strategies are used to maximize wealth preservation and minimize tax liabilities for high-net-worth families. Changing federal and state tax laws can impact new and existing estate plans.
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Five Compelling Reasons to Reevaluate Your Retirement InvestmentsDiscover five persuasive reasons to reconsider your retirement investments. Uncover valuable insights to enhance your financial planning and secure a more comfortable retirement.
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Efficiently Passing Wealth to Heirs while Legally Minimizing TaxesDiscover efficient ways to pass on wealth to heirs with minimal taxes, ensuring a smooth financial transition for your loved ones.
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Approaching Estate Planning Conversations with Your Spouse or PartnerDiscover effective ways to approach estate planning discussions with your spouse or partner. Learn how to navigate important financial decisions together.
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Essential Estate Planning Documents for Health Care PurposesLearn about the crucial estate planning documents necessary for health care purposes. Ensure your medical wishes are honored with these essential legal tools.
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Making meaningful contributions to causes that are near and dear to our hearts is one of the cornerstones of philanthropy.Learn how these trusts allow you to support charitable causes while providing income for yourself or your beneficiaries.
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Financial Planning for GraduatesDiscover how to manage student loans, create a budget, build credit, save for the future, and make informed investment decisions.
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A General Timeline for ProbateGain insights into the various stages involved in probate, including filing the initial petition, asset evaluation, creditor notification, and distribution of assets.
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Heirs Can Receive Income from Charitable TrustsLearn how these trusts provide a unique opportunity to support charitable causes while ensuring financial security for future generations.