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Keep the Family Cabin in the Family

For those of you with memories of good times spent at the family cabin, now may be the time to take action to ensure that future family outings will continue to be enjoyed long after you are gone. In other words, ensure the future of the family cabin and the peace and domestic tranquility of...

Special Needs Planning

Estate planning is never easy, if only because it means thinking about protecting your loved ones when you're no longer around. It's bad enough making plans to protect self-sufficient heirs who take care of themselves and an inheritance. However, it can be a real challenge when planning for...

You Can Trust Your Trust

While planning for your estate addresses many concerns, likely providing your loved ones is at the top of the list. But what if you can fully trust your loved ones to use your gifts wisely and to take care of themselves responsibly? One common alternative is to cut those problem cases out of the...

Medicare Advantage Elections

Did you know Medicare's annual election period is just around the corner, October 15 through December 7, to be precise? Now is the time to evaluate your options. Should you stick with your current plan, or is it time to make a change? Would you be better off using Medicare classic or is a...

A Good Year for Gifting

Unfortunately, estate planning opportunities tend to be hard to time. Practically speaking, you tend to not be "done" with your estate when the law creates a planning window. Certainly, that was the joke in 2010 when the estate tax lapsed and it became "the year to die." [Just ask the family of...
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