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  1. Power of Attorney for Young Adults

    Happy 18th Birthday! Now What? Congratulations! You are now considered a legal adult. Aside from purchasing alcohol, there is now very little you cannot legally do. Even though you may not feel any different, from a legal standpoint, a lot has changed. And one of those is that you need a power of attorney for […]

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  2. Retirement Planning for Business Owners

    Retirement Planning for Business Owners Yes, if you own a business, you need to look into retirement planning for business owners. For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan. And, perhaps opening an IRA for some extra savings. But, when you’re the owner of a […]

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  3. Business Owner Incapacity Planning

    Business Owner Incapacity Planning Passing Along a Benefit, Not a Burden Why is incapacity planning for business owners an indispensable component of your business and estate plan? Most business owners have their estate planning prepared because they are worried about what will happen to their business after they are dead.  However, have you ever thought […]

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  4. Retiring From Your Business

    Retiring From Your Business Retiring from your business can a tough decision.  To ensure that what you have built continues on, you need a plan for succession.  For some people, they have spent years grooming a child or other family member to take over, wanting the business to stay in the family.  Others look to […]

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  5. Beneficiary Mistakes to Avoid

    Beneficiary Mistakes to Avoid The odds are that you have a beneficiary. Beneficiaries are common designations in retirement accounts, wills, and trusts. A beneficiary is an individual (or legal entity) who receives something from you at your death. A beneficiary may receive the proceeds from a financial product when the owner passes away. What begins […]

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  6. Let’s Talk Estate Planning

    Let’s Talk Estate Planning Let’s talk estate planning. Preparing for a successful transfer of wealth to your loved ones begins with a comprehensive estate plan. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. You may have a thorough and up-to-date estate plan. However, your family […]

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  7. Undue Influence

    What is Undue Influence? What exactly is undue influence? Undue Influence is when someone pressures another to act not of their own free will. Instead, a person is coerced, or forced, into taking a certain action.  Undue influence often arises when a friend family member falls ill.  For example, mom is diagnosed with cancer. Her then boyfriend […]

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  8. How to Stress Test Your Estate Plan

    How to Stress Test Your Estate Plan I don’t know about you but I hate being stresssed. I guess it’s because I’m a control freak. I know I’m not alone here. But, one thing I, and you, too, can control is alleviating stress when you die. How? By learning how to stress test your estate […]

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  9. Steps to Reduce Stress Through Estate Planning

    Steps to Reduce Estate Planning Stress I don’t know about you, but I sometimes find life stressful. Ok, let’s be honest here, I often find life to be stressful. A lot of my stress comes from not being in control. When I can’t control what is going on in my life, I become anxious. Anxiety […]

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  10. How Estate Planning Can Reduce Stress

    How Estate Planning Can Reduce Stress Let me ask you this question. What happens when you get stressed? For most people, the flight or fight response kicks in when we are in a stressful situation. And we have certainly experienced some stressful situations that affect our lives in the last decade: 9/11, financial crisis of […]

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