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6 Ways To Mine Tax Breaks Year Round

When it comes to tax preparation you want to find and use all the appropriate avenues that help you pay out less and keep more of ...
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What Happens To Your Digital Legacy When You Go?

When developing an estate plan, there are so many elements to worry about that many people end of forgetting a whole category of ...
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6 Misconceptions About Retirement Best Practices

When it comes to retirement planning, many people in the workforce don’t really think about it. They put money into the 401k ...
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Your Essential Estate Planning Documents to Gain Peace of Mind (Part 2)

In a previous post, we discussed two essential estate planning documents that will give you and your family peace of mind, and ...
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Your Essential Estate Planning Documents to Gain Peace of Mind (Part 1)

We know that planning for your family’s future, for after you are gone, may feel daunting on many levels. The reality is, your ...
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The Importance of a Fiduciary: What You Need to Know

When it comes to protecting your assets or ensuring your wishes are carried out when you are incapable of communicating them, you ...
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What Is the Intent Of The Settlor When It Comes To Discretionary Language Within Their Trust?

Every family has their own unique make-up and no two are alike – each member of a family has their own separate distinctions and ...
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In The Blink of An Eye…Life Changes

It is far too often that the first meeting we have with a family is after an unexpected tragedy. As we all know, life can change ...
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The Bucket Theory: Managing Freshman Year of College

The first year of college is often a child's first step into the adult world. With that step comes fun and freedom, but also a ...
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