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A wide variety of trusts are available to clients, but here are a few that are, for lack of a better term, the "popular ones." This is a quick overview I found online at mondaq 12/14/23. Daniel J. McGuire wrote it. "When setting up an estate plan, often the most...

You, and many others, might think that estate planning strategies, tactics, and tools haven't changed over the years. No one would blame you for thinking that way. From an outsider's perspective, it appears pretty static: wills, trusts, and legal documents such as...

People often feel that a review of the last year is in order when the new year begins. Whether it is from a business or personal perspective. Did you meet your career goals? Maybe you were working towards a promotion or raise, or both. What about your personal goals?...

I have never been a fan of New Year’s resolutions because they usually set people up for failure and then feel bad about themselves. We all know the main reason resolutions are not kept simply because they are impossible. Vowing to lose lots of weight, exercise more,...

During these troubled times, here and around the world, it can be challenging to find peace and joy during the holidays. Experts offer advice such as taking a break from media coverage, volunteering (or donating) to a cause near your heart, or meditating. As an...

This article dovetails nicely with last week's post about discussing your estate plans with your family. Read on for some great tips.  The following is from Forbes online, written by contributor Christine Fletcher and published on 11/28/23. "A North Dakota woman...

On more than one occasion, I have lamented that about 50% of adults in the U.S. don't have a will. This situation can make things very stressful, time-consuming, and, in some cases, expensive for the heirs of those individuals. That said, I ran across this article...

The holidays are upon us, which means, for many, your loved ones are near; whether you have traveled to visit them, they traveled to see you, or they are right here in town. These are likely the loved ones to whom you plan to will your hard-earned assets when you die....

It is a well-documented fact that August and September are peak "baby months," with more births during those months than the other months. Cold, long nights of winter have something to do with that fact. And if your family will be welcoming a newborn in 2024, or...