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Get Ready for These Five New Taxes on January 1, 2013

Posted on: December 15th, 2012
Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013....

Blended Families Underscore the Need for Estate Planning

Posted on: November 15th, 2012
Anyone with children or modest assets should seriously consider some minimal estate planning, but the increasing number of blended families underscores the need for proper estate planning....

The Most Important Love Letters You’ll Ever Write

Posted on: October 15th, 2012
Many Americans have the misperception that estate planning is simply preparing for one's death and is only necessary for the affluent. To the contrary, estate planning is as much about passing values to loved ones as it is about passing material possessions....

Paying for College . . . and accomplishing estate planning too

Posted on: September 15th, 2012
With higher education costs outpacing inflation by 5-6% per year, and the average cost of a four-year public school at nearly $20,000 per year (double that for private schools) it’s no surprise that many parents and grandparents are deeply concerned about how they will pay for higher education. Many of these clients are similarly concerned about estate planning....

5 Common Estate Planning Mistakes

Posted on: August 15th, 2012
From time to time, it's good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along to friends and family who, for whatever reasons, have yet to act. So, here are five common estate planning mistakes to avoid....

Understanding the Significance of Trusts

Posted on: July 15th, 2012
This issue of The Wealth Counselor addresses a topic that is important to clients and all wealth planning professionals: Trusts. When used properly, trusts can provide significant advantages to clients and to the advisors who recommend them. Given the numerous types of trusts, this newsletter explores the general advantages of trusts as well as some of the most common types of trusts. ...

Advance Directives Living Wills are a Critical Component of Estate Planning

Posted on: April 15th, 2012
March 31, 2012 marked the seventh anniversary of the death of Terri Schiavo, the 41-year-old who succumbed after her feeding tube was removed as part of a very public legal battle between her husband and parents....
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