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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.

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.

Balance Risk & Reward with Proper Asset Allocation

Asset allocation is an investment strategy that aims to balance risk and reward by considering retirement goals, risk tolerance, and investment timeline. Here's how proper allocation can help you!

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.

Educate Your Children About Wealth Management

You’ve worked hard to build a large estate, and you undoubtedly would like to leave a lasting legacy. Educating your children about money management can help keep you keep your legacy alive.

The Top Five Ways To Use A HELOC

Tapping into your home’s equity is a way to get quick access to cash and knock some big items off your to-do list.

Estate Planning a Must for Unmarried Couples

Unmarried couples need to carefully spell out how they wish to distribute their wealth, as a surviving life partner may end up with nothing. Here's what you need to know.

3 Reasons to Continue Making Lifetime Gifts

The gift and estate tax exemption is at a record high, so it may seem that gifting assets to loved ones is less important than in previous years. But Lifetime Gifts continue to provide benefits.

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