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Wealth Planning – Teach Your Children Well
Currently, Baby Boomers are the wealthiest generation of all time, and they are set to leave their wealth to their children, generally of the X and Y (Millennial) generation. With mounting college loans, and the rising cost of living, Millennials are poised to inherit the vast majority of their…
Read MoreWhat is Probate & How We Can Help
Probate is the legal process by which an estate is settled. Literally speaking, Probate means to “prove” a Will is valid after someone passes away. That means making sure the inheritance goes to the right heirs and that all of the deceased’s wishes are carried out. Not all Wills are legally sound,…
Read MoreLegacy Planning
You’ve worked hard to build what you have. So, it’s only natural that you want to establish and nurture a legacy that will last for years or even decades after you are gone. You are also more than just your name or your estate. You are a caring and giving person, who also has a legacy to be shared…
Read MoreDIY Wills and Trust – Why They Don’t Work
DIY Wills and Trusts seem practical and easier, but wind up being quite costly and dangerous. The sense of control you may get from creating your own Will can also be found creating one safely with an estate planning lawyer. And it may even cost you less money. The appreciation…
Read MoreEmergency Estate Planning: Hurricane “Go Kit”
With Hurricane season officially underway and at least nine named storms already, 2020 is shaping up to be very active. According to Colorado State University researchers Philip Klotzbach, Michael M. Bell, and Jhordanne Jones, “Coastal residents are reminded that it only takes one hurricane making…
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