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Why Work a Couple Extra Years?

Everyone has a retirement dream, but many are putting it off to work a little longer. Let’s take a look at why working into your retirement years may have a positive impact.

Automatic Extension for Portability Election

Portability allows a surviving spouse to apply a deceased spouse’s unused estate tax exemption amount toward his or her own transfers during life or at death. To secure these benefits, however...

November 2018 Market Recap

Geopolitical events and Federal Reserve comments occupied headlines and perpetuated market volatility throughout November.

Unleash the Power of a Nonspringing Power of Attorney

Estate planning typically focuses on what happens to your children and assets when you die, but it's critical to plan for making key medical and financial decisions if you're unable to do so.

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.

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.