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Business Owners: File Your Beneficial Ownership Information with FinCEN
Did you know that Federal Law requires the submission of a Beneficial Ownership Information Report (BOI) to the Financial…
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Thinking Carefully About Beneficiary Designations
You’ve worked hard to build your assets and secure your family’s future. Like many responsible adults, you’ve probably named…
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Would You Make This Million Dollar Mistake?
Imagine this: You’re in your twenties, just starting your career. You fill out a form at work, naming your…
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Celebrity Estate Plans: Elvis and the Scammers
Sometimes it’s helpful to understand the complexities and nuances of estates by looking to pop culture for examples. And…
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They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally considered an adult even though they have more growing to do (though…
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Father Knows Best: Avoiding Common Estate Planning Pitfalls
If you’re a father, you’ve always strived to provide the best for your family, ensuring their well-being and securing…
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10 Steps to Take Now to Secure a Comfortable Retirement: Part 2
Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored…
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10 Steps to Take Now to Secure a Comfortable Retirement: Part 1
Retirement is more than just an end to the working years; it’s an exciting new phase of life that…
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Estate Planning: A Gift of Peace and Power for Every Mother
Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe.…
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Why Estate Planning Is the Best Use of Your Tax Refund
When that extra money from your tax refund lands in your bank account, it’s easy to start dreaming about…
