Tom

January 9, 2024

Estate Planning and Your Senior Parents

One of the most delicate yet crucial aspects of estate planning involve guiding senior individuals and their families through this intricate process….

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December 19, 2023

A Resolution for Generations: Estate Planning for You and Your Loved Ones

As we usher in a new year, it’s customary to reflect on the past and set goals for the future. While resolutions…

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December 5, 2023

The Importance of Starting Your Estate Plan Before a Health Scare

Embarking on the journey of estate planning before the onset of a health scare is a proactive and far-sighted approach that can…

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November 21, 2023

How Life Insurance Works with Effective Estate Planning

Life insurance can play a crucial role in estate planning, offering several benefits when used strategically. It is essential to recognize how…

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November 7, 2023

The Benefits of Charitable Planning

Charitable planning offers a range of benefits, not just for the charitable organizations you support but also for you and your heirs….

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October 17, 2023

How to Plan for Minimize Taxes on Your Estate

Estate tax is a tax on the transfer of the assets of a deceased person to their heirs or beneficiaries. The tax…

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October 3, 2023

Top 5 Benefits of a Living Trust

A living trust, also known as a revocable living trust or inter vivos trust, is a legal document that allows an individual…

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November 22, 2017

Important Holiday Conversations

Going home for the holidays is a family tradition where you get to reconnect with your loved ones whom you haven’t seen…

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May 12, 2017

How Your Trust Can Help a Loved One Who Struggles with Addiction

How Your Trust Can Help a Loved One Who Struggles with Addiction Substance addiction is by no means rare, impacting as many…

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March 29, 2017

7 Common Planning Mistakes to Avoid

7 Common Planning Mistakes to Avoid From time to time, it’s good to review why having a complete, up-to-date estate plan is…

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