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Your Personal Property Memorandum: 4 Tips for Success

Tue 4 Aug, by on Estate Planning, Probate

Your Personal Property Memorandum: 4 Tips for Success

What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide the whole of an estate equally between surviving family members.  But, what if you’d prefer a more detailed plan for particular items you want to leave to specific individuals? If you’d like to ensure that specific property or items in your estate are left to …

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 …

Important Considerations for Beneficiary Designations of Life Insurance Policies

Thu 23 Jul, by on Estate Planning, Probate

Important Considerations for Beneficiary Designations of Life Insurance Policies

Life insurance is often one of the most important parts of an estate plan. People usually purchase life insurance to prevent their spouse, children, or other dependents from suffering financial hardship if they die unexpectedly. You may think that all you need to do is simply write in the name of the person you would like to receive the proceeds from your life insurance policy on the beneficiary designation section of your paperwork and forget …

Planning For Your Family’s Education

Mon 13 Jul, by on Estate Planning, Probate

Planning For Your Family’s Education

According to the National Center for Education Statistics, the cost for undergraduate tuition, fees, room, and board at public institutions increased 31 percent between the 2006–2007 and 2016–2017 academic years, adjusted for inflation. During that same time period, prices at private nonprofit institutions increased 24 percent, adjusted for inflation. As you look ahead to your own family’s academic future, what will the cost be when your child or grandchild decides to enroll in post-secondary education? …

Estate Planning As A Powerful Exercise In Optimism

Mon 15 Jun, by on Estate Planning, Probate

Estate Planning As A Powerful Exercise In Optimism

Many scientific studies have established that there is a wide range of benefits flowing from a positive attitude and positive thinking. At a time when many are focused on worst-case scenarios and gloomy predictions, you can resist the pull of negativity and embrace the beneficial results of positivity. This is not just an attempt to make yourself feel better in spite of reality, but rather to take full advantage of the proven benefits of positivity. …

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