Family reunions can be a great time to reminisce about the past with your extended family, tell all the old stories again and remember some of the special times you shared as a family over the years. Reunions and other family get-togethers can also present the perfect opportunity to have some discussions about your estate…

As a dad, you work hard to provide and support your family. You attend your children’s sporting events, save money for their college education, help them with their homework, do everything you can so they will have a safe and healthy future. Everything you do for your kids is an investment in their future, but…

For IRAs and Other Tax-Deferred Retirement Accounts Naming the right beneficiary for tax-deferred retirement accounts is critical. Most people want to continue the tax-deferred growth for as long as possible, pay the least amount in income taxes and get the maximum stretch-out. Required distributions after the owner dies will be based on the new beneficiary’s…

You can’t create wealth until you preserve it first. Each dollar lost unnecessarily isn’t just a single dollar lost, but a compounded dollar lost. A dollar not lost allows wealth to compound from a higher floor. Losses can occur from many places beyond investments: property, income, taxes and fees. It is well worth paying for…

Each Year Without Estate Planning Hinders Heir Second generation members of family businesses often face challenges similar to this person. Unequal distribution of assets are often essential to protect and appropriately reward the person who works in the family business. A situation like this is even worse, since it’s really a first generation family business…

Trusts are some of the most valuable tools for estate and wealth planning, but some unscrupulous individuals and companies can seriously harm your family’s financial and legal situation, by offering one-sized fits all scam trust plans or by proposing something that promises the moon, most typically either 100% avoidance of federal income taxes or 100%…

The Wealth Advisor The Most Important Parts of Estate Planning Can’t Get Legislated Away There is always a media swarm around the death of a celebrity, especially when they’re young, active in their careers, beloved, and tragic. The death of actor Philip Seymour Hoffman in early February is no exception. Hoffman was an incredibly talented…

Property insurance provides protection against most risks to property, such as fire, theft and some weather damage. However, if property has appreciated and there isn’t sufficient insurance for replacement value, any losses must be paid out of pocket. To protect your wealth from these kinds of losses, it is important to determine replacement values so…

Personal risk management is being aware of the risks in your home and in your life, and then planning how to handle those risks. Insurance plays a big part in managing risk. Most people don’t like paying insurance premiums, but when something happens and the insurance pays for a covered expense, they are relieved they…

The Wealth Advisor These Four Childfree Prospect Tips Will Grow Your Business – And They’re Not What You Think Childfree individuals and couples often face choices, decisions, and questions, which you are uniquely qualified to address.  Like many allied financial professionals, you may focus on helping clients pass the maximum amount of wealth to their…

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