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Estate Planning

How to Make a Family Meeting a Successful Part of the Estate Planning Process

Posted on: January 21st, 2014

Organize Information for Your Family

Posted on: September 16th, 2013
Think for a few moments about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to find important records, assets and insurance documents? Would they be able to access (or even know about) online accounts or files on your computer? Would they know whom to ask if they need help?...

Providing for Your Parents in Your Estate Plan

Posted on: September 10th, 2013

Value of having a "Plan" in Estate Planning

Posted on: June 5th, 2013
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. ...

Paying for College . . . and accomplishing estate planning too

Posted on: January 30th, 2013
With higher education costs outpacing inflation by 5-6% per year, and the average cost of a four-year public school at nearly $20,000 per year (double that for private schools) it’s no surprise that many parents and grandparents are deeply concerned about how they will pay for higher education....

Young Adults Need Estate Planning, Too

Posted on: January 17th, 2013
Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic information. Learning you cannot see your college student's grades without his/her permission can be mildly frustrating. But a medical emergency can take this frustration to a completely different level....
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