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Not So Strange Bedfellows: Your Financial and Estate Plans

“It’s important not to look at financial planning in a vacuum. Estate planning is intertwined with the financial plan.” According…

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Retirement Planning Advice for Farms and Ranches … and Any Small Business

Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan….

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What Happens to Debts When a Loved One Dies?

Anyone can die leaving debt behind. Spouses and families should help prepare or revise estate plans to address current credit…

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Divorce Will Impact Your Estate Planning

Once you’re divorced one forward moving goal should be to immediately create a new estate plan — a will or…

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Retirement Pitfalls to Avoid

In nearly every way you could make a mistake — for example, saving too late — you can also make…

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Divorced? Time to Update Your Estate Plan and Beneficiaries

Failure to do so — or to alert all relevant parties to the changes — could result in certain assets…

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Financial and Estate Planning for Mom and Dad – Start the Conversation

While not all encompassing, these guides serve as a starting point to help your parents. There are many family dynamics…

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