Monthly Archives: March 2017

Do You Have a Living Will? The Importance of Your Advanced Healthcare Directive

You have probably heard about the importance of creating a last will and testament so your possessions are distributed according to your wishes after you die. But there’s another kind of will many people aren’t familiar with that’s just as important, if not more so. We’re talking about a living will. Unlike a last will […]

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Succession Planning Strategies for Family-Owned Businesses

Succession planning can be difficult for any business owner, but it’s often especially hard in family businesses. Sometimes, owners will put off succession planning for fear of disrupting family unity. For example, if one child is the heir apparent to take over leadership when you retire, you might be worried about hurting your other children’s […]

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Umbrella Insurance: Liability Coverage for Worst-Case Financial Scenarios

One mistake that many affluent individuals and families make is not planning for a worst-case financial scenario. For example, what would happen if you or someone in your family were held legally liable for an accident you were involved in? In today’s litigious society, legal judgments of $1 million or more are not uncommon. This […]

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Don’t Be Victimized By Tax Refund Fraud

If you’re a procrastinator when it comes to preparing your tax return each year, you’re not alone. After all, there are probably a million things you and most other people would rather do than work on your taxes. But there’s at least one reason not to procrastinate this year: avoiding tax refund fraud. The earlier […]

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