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2018 Midterm Elections: What Do They Mean For Your Estate Plan? Strategic Planning Guidance in Light of the Midterm Results Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop budgeting, saving, and investing as you go through life, it is also sensible to […]
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Three Legal Strategies When Facing a Major Health Event

Three Legal Strategies When Facing a Major Health Event

Receiving a health diagnosis or learning that you need to undergo major surgery can cause substantial disruption in your day-to-day life. During this time, the last thing you may want to think about is estate planning. Although you may have many things going through your head at the moment, now is a crucial time to […]
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Three Legal Strategies When Facing a Major Health Event

Three Legal Strategies When Facing a Major Health Event

Receiving a health diagnosis or learning that you need to undergo major surgery can cause substantial disruption in your day-to-day life. During this time, the last thing you may want to think about is estate planning. Although you may have many things going through your head at the moment, now is a crucial time to […]
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What’s the Difference Between Your Legacy Plan and Your Estate Plan?

What’s the Difference Between Your Legacy Plan and Your Estate Plan?

If you have designated someone to receive the assets inside your retirement account after you pass away and you then take a loan, there are other things to consider before you pull out these funds. Keep in mind that for any money you pull out, you’ll pay interest. You cannot deduct the interest paid, and […]
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Estate Planning Is About More Than Taxes

Estate Planning Is About More Than Taxes

If you have designated someone to receive the assets inside your retirement account after you pass away and you then take a loan, there are other things to consider before you pull out these funds. Keep in mind that for any money you pull out, you’ll pay interest. You cannot deduct the interest paid, and […]
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