Blog

Simple Estate Planning Tips: Pay on Death Accounts (POD)

Keeping things simple for loved ones is the number one request I hear from my estate planning clients. This is part one of a short series designed to highlight some easy estate planning tips that can help keep things simple for families at the time of a loved one’s death. What is Probate? In a [..]

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What to Do When a Loved One Dies

When a loved one dies, not only does the family have to deal with the emotion of losing their loved one, the family must also deal with the overwhelming responsibility of closing out the person’s financial life. The following is a list of things that the family and loved ones must deal with after a [..]

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Business Consultation

An ounce of prevention truly is worth a pound of cure. Entrepreneurs and seasoned businesses alike may benefit from business consultation. Business consultation is often a step in the business formation process. A budding entrepreneur will benefit from consultation to help the business owner discover what level of risk the company can bear, and what [..]

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Stretch IRA

An estate planning concept that is applied to extend the life of an Individual Retirement Account is referred to as a “stretch” IRA. The benefits of a “stretch” IRA are that it extends the tax deferred growth of a persons IRA and provides for 2nd, 3rd or 4th generations to benefit from this asset. Contact [..]

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Protecting your child’s future

Having children is one of the greatest rewards in life but it also comes with many responsibilities. One of those responsibilities is completing an estate plan. Young couples don’t need elaborate estate plans but they should think about the following items when working on their estate plans: 1. Write a Will (including providing for guardians [..]

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