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Are All of Your Financial Ducks in a Row?

Thu 4 Jun, by on Estate Planning, Probate

Are All of Your Financial Ducks in a Row?

In March 2004, the Senate passed Resolution 316, which officially recognized April as National Financial Literacy Month. Both Houses of Congress have passed similar resolutions since then designed to encourage financial literacy so that individuals are better prepared to manage their money, credit, and debt. Nevertheless, in the fourth quarter of 2019, U.S. household debt, which includes student debt, credit card debt, auto debt, mortgages, home equity loans, and other debts, exceeded $14 trillion for …

Having a Conversation With Your Family About Their Estate Plan

Wed 3 Jun, by on Estate Planning, Probate

Having a Conversation With Your Family About Their Estate Plan

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2019 survey carried out by Caring.com, 57% of adults in the United States have not prepared any estate planning documents such as a will or trust despite the fact that 76% viewed them as important. …

The Only Constant in Life is Change

Wed 3 Jun, by on Estate Planning, Probate

The Only Constant in Life is Change

When circumstances change, so should your estate plan. Your estate plan was written to reflect your situation at a specific point in time –  and – as we all know – our lives continually change, unfolding in ways we might not have anticipated. Just like you meet with your doctor, financial advisor, or CPA on a regular basis, you need to meet with us on a regular basis as well. In this issue, we: Identify …

When Is It Critical to Review Your Estate Plan, and Why?

Wed 3 Jun, by on Estate Planning, Probate

When Is It Critical to Review Your Estate Plan, and Why?

Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember—prevention is the best cure. An annual exam isn’t necessarily the only time we see a doctor. Similarly, an annual planning meeting isn’t the only time you need to consider your estate plan. …

Riding A Bike This Summer? Wear Your Helmet!

Wed 3 Jun, by on Personal Injury

Riding A Bike This Summer? Wear Your Helmet!

With spring and summer approaching very quickly, there are a few important things to consider regarding the safety of you and your family members. Once the weather is warmer, the number of outside activities will increase, which includes running and riding bicycles. Riding a bike is a great way to experience the outdoors. It can also provide a number of important health benefits, including cardiovascular fitness, muscle strength/flexibility, and stress relief. However, it is extremely …

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