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Life Changes? Update Your Estate Plan

Your estate plan shouldn’t be a static document — it needs to change as your life changes. Year-end is the perfect time to evaluate any changes in your life that may affect your estate plan.

October 2018 Market Recap

Market volatility returned with force in October, sending U.S. indices markedly lower. Despite this, the economy remains firmly supported by strong fundamentals and consumer confidence...

Intellectual Property Requires Careful Estate Planning

If your estate includes forms of intellectual property, such as patents and copyrights, it’s important to know how to address these intangible assets in your estate plan.

Tenancy-In-Common a Versatile Estate Planning Tool

If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a powerful, versatile estate planning tool. Here's how it works.

Washington Eyes Changes to Retirement Plans

Washington is looking to make changes to the nation’s retirement system. Key aspects of the Family Savings Act include these proposed defined contribution retirement plan provisions...

Determining Your Benefit Account Election Amount

Planning your election: Tips and tricks to guide how much money you should put in your account.

Understanding Out-of-Pocket Health Care Costs

When it comes to health insurance, there are different plans designed to meet different needs. Most likely, your options depend on your employer and your personal situation. Let's take a look.

Differences Between Insurance Plans

When it comes to health insurance, there are different plans designed to meet different needs. Most likely, your options depend on your employer and your personal situation. Let's take a look.

The Power of Tax-Advantaged Benefit Accounts

If you're confused and overwhelmed by your health care benefit options, you're not alone. Understanding how tax-advantaged benefit accounts can help you with your health care expenses is a great step.

Turn Down an Inheritance With a Qualified Disclaimer

If you are about to receive an inheritance from a family member, you can use a qualified disclaimer to refuse the bequest (yes, it happens). Here's how it works.

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