Tag: Estate Planning

‘Tis the Season for Generosity … and Also Tax Savings

At this time of year, many people desire to help others who are less fortunate than they are by making contributions to charity. By planning carefully, you may be able to realize tax benefits when donating cash and property to qualified charitable organizations. This makes now a good time to plan out your charitable giving […]

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Retiring Early: How to Make This Dream a Reality

The age of 65 has often been viewed as the “traditional” retirement age in the U.S. But there are no laws stating that you have to retire at 65. Most people have the freedom to retire whenever they want, assuming they have the financial means to do so. This includes retiring early. Many people dream […]

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Should You Purchase Disability Insurance?

When it comes to tools to protect their families financially, the first thing many people think about is life insurance. We, at Frontier, believe that life insurance is obviously an important part of any financial protection plan, but there’s another tool that may be just as important: disability insurance. We believe that for manypeople, the […]

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Why Protecting Assets is as Important as Accumulating Them

Asset preservation has become increasingly important in today’s litigious society. A malpractice or personal injury lawsuit or adverse divorce settlement could put in jeopardy all the assets and wealth you’ve worked your entire life to accumulate. Given this, it’s just as important to devise asset protection strategies as it is to devise asset accumulation strategies. […]

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Choosing a Trustee: What Can You Do If A Family Member Isn’t An Option?

Frontier realizes that one of the most important aspects of estate planning is designating a trustee or executor for your estate. Your trustee will be responsible for managing the financial affairs of your estate after you die. Trustees generally assume a wide range of estate management responsibilities, including distributing assets according to the terms of […]

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Retirement Planning Strategies When There is a Sizable Age Gap

Most married couples tend to be relatively close to each other in age. According to the most recent U.S. census data, the average age gap between married couples is 2.3 years. However, in 10 percent of marriages, the age gap is more than 10 years. Unique Planning Challenges A sizeable age gap between spouses can […]

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How to Prepare Your Kids and Grandkids for Managing Generational Wealth

Based on our experiences, affluent and high-net-worth families often walk a fine line when it comes to planning their estate. While they may want to pass their assets on to their children and grandchildren to provide them with a measure of financial security, they don’t want to give them so much money that kids and […]

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5 Things Blended Family Spouses Should Discuss Before Marriage

Spouses who get remarried and create blended families face a number of unique challenges, including financial issues. Failure to talk about these challenges openly and honestly and plan for how to deal with them may lead to some serious family problems down the road. Therefore, it’s often a good idea to sit down with your […]

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The Potential Role of Annuities in Your Financial Plan

Annuities can sometimes be beneficial financial products, in the right circumstances. With a clear understanding of what annuities are and how they work, you can better determine whether or not an annuity could help you meet some of your financial goals. An annuity is a type of insurance contract into which you invest money today […]

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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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