The 4 Most Common Estate Planning Mistakes

The 4 Most Common Estate Planning Mistakes

Have you created a trust for your loved ones to ensure they’re taken care of once you’re gone? If so, are you confident that you’ve done everything possible to provide for them? You’d be surprised how easy it is to make some very common estate planning mistakes. 4...
5 Financial Tips for Retirees

5 Financial Tips for Retirees

Everybody comes up with something slightly different when they think about retirement. We all have unique plans for how we’d like to spend our Golden Years. One thing most people don’t think about is their finances. After all, that’s what they did all that planning...
4 Tips for Planning a Successful Succession

4 Tips for Planning a Successful Succession

It probably took you decades to get your business to where it is today. So it makes sense that, although you’re retiring, you want to leave it in the best possible hands. You may even maintain a stake in its operation, which makes it even more important that the...
Make Estate Planning a Resolution for the New Year

Make Estate Planning a Resolution for the New Year

With every new year comes a giant to-do list. Organization tends to top the list, right up there with diet and fitness. While cleaning closets and decluttering the basement are certainly worthy goals, this year why not move creating an estate plan to the top of the...
Tax Planning for Retirement and Beyond

Tax Planning for Retirement and Beyond

Death and taxes, the only two certainties in life! Unfortunately, taxes don’t stop just because you stopped working. Taking the time to review your sources of income in retirement and how those sources are taxed can make a big difference in when and how you decide to...
Why You Should Have Regular Family Meetings

Why You Should Have Regular Family Meetings

Ah, the dreaded Family Meeting. Those times when Mom and Dad have “something to say” and you know it’s going to end with more chores, more work, and probably someone in tears. Just like you, family meetings have grown up, and a regularly scheduled family meeting is a...
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