Traditions, Gifts, and Giving

For many of us, there’s nothing more heart-filling than the sight of a Christmas tree, glowing and luminous, with piles of colored gifts below. It takes us back to all of those happy holiday memories: the house full of family and fun,
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Creating a Legacy with Holiday Gifts: Looking Beyond the Top Ten Gift Lists

The holidays can be such a joyful time, a time of traditions and family: the annual neighborhood ugly sweater party; the yearly family photo by the fireplace, children growing each year; the squeals of grandchildren as they set out cookies for Santa
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Planning for Your Vehicle: Is It Part of Your Estate?

  Have you considered what will happen to your vehicle when you pass away? In 2019, it is projected that there will be 281.3 million registered vehicles in the United States. Your vehicle is a valuable asset—as well as a potential source
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When Your Spouse and You Profoundly Disagree About Estate Planning

Disputes over inheritance can get ugly, quickly. What happens when loved ones disagree about estate management, even at the planning stage? Resolving these disputes can be critical, because disputes over inheritance can be devastating to a family, both emotionally and financially. If
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5 Estate Planning Tips for Business Owners in Non-Traditional Families

Non-traditional families have a unique set of challenges when it comes to estate planning. Since single parents, blended families, unmarried partners, and other non-traditional families do not have many of the automatic protections that the law provides married couples, these families must
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I Have Established a Living Trust, What Now?

After a Living Trust is established as part of someone’s estate plan, the person setting up the Trust (the “Trustor”) usually serves as initial “Trustee”.  A Trustee is in charge of the administration of the Trust and the handling of the Trust
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