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Estate Planning Strategies to Maximize Returns for Investors

June 10, 2024
Integrating stock options into your estate plan requires careful consideration to ensure that your loved ones can benefit from this financial asset. This article explores how you can include stock options in your estate plan to maximize their value for future generations.
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Why Estate Planning for Veterans and Active Military Is Important

June 9, 2024
This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.
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Estate Planning Strategies to Care for Aging Parents

June 7, 2024
An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents' wishes, while retaining control for aging parents over financial and health-related matters.
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Three Estate Planning Strategies You Might Not Know - but Should

June 6, 2024
Learn about three types of trusts specifically for wealthy individuals to prepare for the 2026 estate tax exemption: Domestic Asset Protection Trust (DAPT), Special Power of Appointment Trust (SPAT), and Spousal Lifetime Access Trust (SLAT).
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What Will Happen to OJ Simpson’s Assets?

June 5, 2024
The public is now likely to get a closer look at Simpson’s finances, and the families are likely to have a better shot at collecting—if there is anything to collect.
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Why Estate Planning Matters for Baby Boomers’ Senior Living

June 4, 2024
Strategies like living trusts and irrevocable trusts help baby boomers protect wealth, support independence and senior residence preferences, and plan for Medicaid approval requirements.
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Why Communities Want Small Businesses to Have a Succession

June 3, 2024
Succession planning is elemental for small business owners, much like estate planning is for anyone with assets. Owners should have a plan ahead of retirement if they become incapacitated or pass away unexpectedly.
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A Well-Rounded Estate Plan Addresses Cognitive Decline

June 2, 2024
We explore the critical importance of addressing cognitive decline in estate planning to safeguard assets and ensure intended inheritance.
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For Business Owners: Unveiling Opportunities and Pitfalls of

May 30, 2024
Similar in function to an individual or family trust that owns assets and property, a business trust holds business ownership rights and assets.
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Why are Inheritance Conversations Necessary?

May 29, 2024
Death and money aren’t fun subjects to bring up over dinner. However, families who make time for that awkward chat now can spare deep regrets and potentially millions in lost dollars.
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