When it comes to drawing up an estate plan, many people take a passive approach. They write out their will or set up a trust and leave it at that. But your life doesn’t stand still, and neither should your estate plan. The fact is that an estate plan is a living,...
When Mary’s mom, Irene, went into memory care, Mary needed to find a way to pay for her mother’s treatment. Everything seemed in order: Irene had money in her 401(k) and she had given Mary power of attorney in order to manage her affairs in case she could no longer do...
Sending your child off to college is an emotional milestone, marking their first significant step toward independence and adulthood. Preparing them for independent life is crucial to ensuring they have the necessary estate planning documents and financial knowledge as...
Succession planning is often overlooked as a critical component of overall business security. While cybersecurity and data protection rightfully command attention, a well-structured succession plan is the bedrock upon which a company’s long-term stability rests....
You’ve drafted your will and set up your trust. You’ve signed all of your healthcare documents. You’ve dotted all your I’s and crossed all your T’s. Congratulations! You’ve taken the first step towards securing your future. But, this is just the beginning of the...
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