Ethical Wills – Passing on Your Wisdom and Experience to the Next Generation

Each person accumulates a wealth of knowledge, experiences, and values throughout the course of their life. Regardless of whether you are financially wealthy, you have a great deal to share with your loved ones. An ethical will, sometimes also called a legacy
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Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care of during times when you are unable to care for yourself, and
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Strategies to Protect Your Estate from Taxes

You’ve worked hard and made smart choices to set your family up for long-term success. As you begin the estate planning process, however, the impact of estate taxes becomes too obvious to ignore. Imposed upon the overall value of an estate at
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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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National Adoption Month: Taking Care of Your New Family Member

November is National Adoption Month, which is aimed at raising awareness about adoption and about the children who need permanent, loving homes. Thousands of children are adopted each year, bringing much joy to their adoptive families. If you are in the process
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Estate Planning Awareness Week: The Importance to You and Your Family of Having an Estate Plan

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2019 survey
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Funeral Planning: How a Remembrance and Services Memorandum Can Help

No one enjoys thinking about their own funeral, but making those arrangements in advance yourself may be one of the most thoughtful acts you can do for your loved ones. More and more people are including funeral planning as part of their
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The ABCs of RLTs

You may have heard of a revocable living trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected by them, how can they be changed, and what do they accomplish? What Are They? Trusts,
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It’s Planning Season on the Farm

For each season, there is planning that you must do on a farm. In order to be successful, the planning must be done thoughtfully and in advance. Your life is no different. To properly plan for the next season in your life
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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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Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down
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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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New Law Change Will Have a Big Impact on Veterans

For decades the U. S. Department of Veterans Affairs has provided a benefit for veterans or their surviving spouses that can be used to pay for home care, assisted living, and for a nursing home costs. Most veterans did not know this
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