Planning for Blended Families – Yours, Mine and Ours

Estate Planning for the Blended Family Every family is different. Those with adopted children, stepchildren or serving as a guardian face unique concerns when creating an estate plan. The law treats adopted children much different than stepchildren or a child (or grandchild) where you may be serving as guardian. The good news is you have … Continued

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Enhance Your Estate Plan with Life Insurance

Life insurance can be a powerful estate planning tool for nontaxable estates For years, life insurance has played a critical role in estate planning, providing a source of liquidity to pay estate taxes and other expenses. It’s been particularly valuable for business owners, whose families might not have the liquid assets they need to pay … Continued

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Protecting Your Retirement Account

Are your retirement savings secure from creditors? A primary goal of estate planning is asset protection. After all, no matter how well your estate plan is designed, it won’t do much good if you wind up with no wealth to share with your family. If you have significant assets in employer-sponsored retirement plans or IRAs, … Continued

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