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What's Your Parent's Plan For Care?

Have the care you want, while protecting your assets, your family and your future. There are options that can give you financial flexib

Tax-Free Wealth Transfer Strategies

Estate planning isn’t just for the super wealthy. Virtually everyone needs most, or all, of the documents above in order to protect themselv

Who will care for your children?

Without naming a Guardian in your Will, a judge will make the decision as to who will have the care, custody and control of your children an

A Living Trust Primer

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual

Caring for Aging Parents

Whatever your relationship with your parent has been, this new phase of life will present challenges for both parties. By treating your pare

And the Executor Is

Choosing the right executor can help ensure that the distribution of your assets may be done efficiently and with as little upheaval as poss

A Primer on Irrevocable Life Insurance Trusts

The ILIT owns a life insurance policy on the grantor’s life via the transfer of ownership of an existing policy, or through the grantor’s an

4 Steps to Protecting a Child with Disabilities

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost..

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....