It is National Estate Planning Awareness Week

Congress designated October 15-19, 2018, as National Estate Planning Awareness Week, an effort that started in 2008 to help educate...

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‘E-S-T-A-T-E’: Take Care of Your ‘T’ and ‘E’

Anyone who owns property, both real and personal, should plan for how these assets will be managed, controlled, and divided...

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Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?

Important Estate Planning Tips You Should Act on Now Like all things, tax laws constantly change. Together, we need to...

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The Nuts and Bolts of Succession Planning

Establishing and developing a business takes years of effort before most owners see any rewards; but once a company is...

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Keeping the Peace After You Are Gone

Planning With an Aim Toward Building Unity A will or trust contest can wreak havoc on families. The conflict can...

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Duties of an Estate Executor

When loved ones pass away, dealing with their financial affairs is an imperative, but overwhelming, responsibility. Family members, particularly spouses...

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Protecting Your Company’s Proprietary Information

For many companies, proprietary information can be most valuable in its intellectual property portfolio.  Unlike copyrights or trademarks, the value...

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Understanding Managing Assets under a Power of Attorney

Maintaining control of one’s money is a priority; it serves to signify being a functioning and independent adult. However, accidents,...

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How the 2017 Tax Act Affects Your Income Tax Return

On December 22, 2017, the Tax Cuts and Jobs Act of 2017 (P.L. 115-97) was signed into law (the “Act”). ...

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