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Important Steps to Protect Your Special Beneficiaries

Thu 3 Sep, by on Estate Planning, Probate

Important Steps to Protect Your Special Beneficiaries

All children are a blessing. From the day they are born, you begin making plans to ensure that your child or grandchild has a bright future. What will their interests be? What job will they have? Who will they marry? While these are common concerns for most families, for those with a special needs child or grandchild, taking steps to ensure they have a safe, happy, and healthy future is even more important due to …

Saving for College: What If There Is Money Left Over?

Wed 26 Aug, by on Estate Planning, Probate

Saving for College: What If There Is Money Left Over?

Setting money aside for your children’s or grandchildren’s education is a great way to provide for their future. However, it is possible that not all of the money you have set aside will be used for college expenses. For example, your child may receive a large scholarship and will not need to use all the money you have saved, or your grandchild may choose a trade school that is less costly than you expected. Alternatively, …

Strategies For Your Charitable Planning

Wed 29 Jul, by on Estate Planning, Probate

Strategies For Your Charitable Planning

There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce your yearly income tax bill and remove value from your overall estate. If you are considering making a donation, but are unsure of how to proceed, we are here to help. Working closely with other members of your financial team, we can craft a plan …

Estate Planning Considerations for Restaurateurs

Fri 12 Jun, by on Estate Planning, Probate

Estate Planning Considerations for Restaurateurs

If you are a restaurant owner, like most other small business owners, you have many demands on your time. Your schedule may be even more demanding than most, and your working hours may extend far beyond the typical working day. Nevertheless, it is very important for you to set aside some time to create an estate and business succession plan: If you become ill or suddenly pass away, who will run the business in your …

Celebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future

Thu 11 Jun, by on Estate Planning, Probate

Celebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future

In 1984, Congress issued a resolution, signed by President Reagan, establishing March 21st as National Single Parent Day: a day devoted to recognizing the dedication of single parents, who make self-sacrificial efforts to care for their children’s needs and encouraging family members, friends, and communities to help provide an optimal environment for their children. As a single parent, you should feel proud of your efforts to nurture and care for your children. Here are a …

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