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Change How You Think About Estate Planning to Avoid Procrastination

The simple and unpleasant truth of estate planning is this: few people enjoy spending time contemplating their own mortality. Estate…

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The 50+ Bride (or Groom)

Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. “You’ve had…

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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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“House of Cards” on Retirement: You Are Entitled to Nothing

Frank Underwood is not a real person. He’s the crooked politician portrayed by Kevin Spacey in the Netflix series “House…

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Don’t Just Think about Your Estate, Plan for It!

The sad truth is that most of us — some 70% of adult Americans — have neglected to write a…

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PBS Series “Downton Abbey” a Good Example of Estate Planning Lessons

Although this high-end PBS costume drama is spins stories from about a century ago, many of the issues are relevant…

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New to Estate Planning? Easy guidance for beginners!

Whether you want to provide for your family after your death or you just want to ensure that the process…

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Life Changes. Is is time for an Estate Plan check-up?

Once the basic documents are in place, they should be revisited periodically.  If there is a major change in your…

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