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The Risks of Giving Adult Children an “Advance” on Their Inheritance.
There are many reasons you might consider giving your adult children a portion of their inheritance now, while you’re alive and well. Maybe you’ve seen your nest egg grow thanks to a robust stock market, and you have more in savings than you thought you would at this...
NFTs are NBD: Learn How to Get Started and Protect Your Investments
What is an NFT? Ask the average person and they might tell you the acronym stands for “Nobody can F***ing Tell.” At first glance, after all, NFTs seem like a bunch of complex nonsense and yet the truth is they’re both NBD (“no big deal” for the acronym adverse) and a...
How to Ensure a Charity Contribution is Followed Through with After You’re Gone
‘Tis the season to pay your taxes which means a lot of people are thinking about charity contributions. Giving to charity is not just a generous act in support of a worthy cause but an effective tax planning strategy. When you direct a portion of your assets toward...
Myths and Misconceptions about Retirement Planning
Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement, Social Security, the cost of medical care, and more. Let’s explore the reality behind some of the most common...
5 Ways to Ease Tax Anxiety by Making Tax Preparation A Year-Round Consideration
Tax season is like that wet rag in your life that prevents you from getting too excited about a good thing. Just as spring is beginning to flourish, taxes arrive like a mean reminder that light always casts a shadow. It doesn’t have to be this way, though. A little...
Who Said Estate Planning Can’t Be Fun? 5 Weird but True Facts About Estate Planning
Estate planning isn’t the first topic that comes to mind when you think of fun conversation starters and yet it turns out this apparently mundane subject is full of weird but true facts. However surprising, this makes sense when you consider that the oldest known...
Moving Out of State? You May Need to Revise Your Estate Plan.
Approximately 3 million Americans move to another state each year, while last year alone the number was 4.7 million. Given the stress and myriad changes that come with such a move, it’s not surprising that many people forget to review their estate plans. However,...
Looking Forward to Your Golden Years: How to Choose the Right Retirement Home or Long Term Care to Fit Your Needs
A person turning 65 today has a nearly 70% chance of needing some form of long term care during their golden years. Women, on average, will require 3.7 years of care while men, who statistically live shorter lives, will require 2.2 years. In 2020, the cost of long...
An A-Z Estate Planning Dictionary: Understanding the Lingo is the First Step
There is a growing push for the use of plain legal language in the field of law. Clients are increasingly put off by impenetrable legalese and the ever more global nature of our world demands ever more accessible uses of language. While needed changes are beginning to...
A New Treatment for Alzheimer’s Disease and the Controversy Surrounding It
The Food and Drug Administration (FDA) has approved a drug purported to slow the progress of Alzheimer’s disease. However, the decision is not without controversy. A recent article by AARP explores this subject in some detail. Here is a synopsis. The drug, Aducanumab...
It’s Not Just About Bitcoin; Everyone has Digital Assets They Need to Consider in Their Estate Plan
If you’re reading this, you have digital assets. Anyone with a computer attached to the internet conducts a portion of their life online. This means that whether through email, online banking, social media, investing, or buying real estate in the Metaverse, you own...
Starting Off on The Right Foot with a Solid Business Succession Plan
Succession planning rarely tops the list of a business owner’s priorities. After all, managing daily tasks and making it to month’s end doesn’t often leave time for issues that aren’t of immediate concern. Here’s the thing, though: a succession plan is of immediate...
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