Insights

 

3 min read

Estate Planning and Children: What Parents/Guardians Can Do

Estate planning and children go hand-in-hand. The birth of their first child is often the event that causes someone to call estate planning advisors for the first time. It’s a weight off your shoulders to know that your young children have some...

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Four smiling friends at an outdoor restaurant clinking pints of beer. Restaurant cybersecurity.

3 min read

Restaurant Cybersecurity: Costly Risks for Restaurant Owners

A lot of things need to go right in order for your restaurant to succeed. You need asolid business...

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A family sitting on a leather couch smiling and hugging a young mom with a terminal illness.

4 min read

Estate Planning Checklist When Managing a Terminal Illness

After you or a loved one has been diagnosed with a terminal illness, you probably don’t want to...

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A couple gives their children piggy back rides as they walk along a pond on conservation land. charitable contributions A couple gives their children piggy back rides as they walk along a pond on conservation land. charitable contributions

3 min read

What Kind of Assets Make the Best Charitable Contributions?

Everyone has their own reasons for choosing the organizations they support with charitable...

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Youthful Black woman reviews essential estate planning documents.

3 min read

Essential Estate Planning Documents That Most People Need

What would happen if you were in a terrible accident today and landed in the hospital, seriously...

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3 min read

After Term Life Insurance Plans Expire, What Happens Next?

When you bought your term life insurance policy, you were probably thinking about the same thing...

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A family with two young children sitting in the snow drinking hot chocolate in front of their investment real estate property.

4 min read

The Role of Investment Real Estate in Your Financial Plan

Buying real estate is always a little daunting even when you’re excited about the property. Whether...

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A young family with skis sitting in the snow. Smart Asset

3 min read

Using Taxability to Your Advantage: Making Smart Asset Choices

It’s hard to outrun the IRS, and it’s definitely not advisable to try. Learning that taxes are an...

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A black family with man and wife and kids hike on a forested trail. Trusts for Estate Planning

3 min read

Trusts for Estate Planning: Varying Types for Varying Goals

There’s a common misconception that trusts are only for the wealthy. In reality, all kinds of...

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Older parents share a home-cooked meal outside with their child and family. They discuss estate planning essentials of State and Federal Tax Laws.

4 min read

Estate Planning 101: What State and Federal Tax Laws Apply?

Estate planning isn’t something any of us can afford to put off. The future is entirely...

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