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Becoming a parent to your parents
The parent-child relationship is pretty defined. Children generally don’t advise their parents. However, this dynamic can shift as...
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Why you need to change your plan as your life changes
The incapacity plan you create when you graduate college will probably be different than the one you create after you get married, have a...
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Incapacity Planning: what you need to know
The idea that you might one day lose your mental faculties and be unable to make choices is not pleasant, but ignoring it doesn’t make it...
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Collaboration and Mediation – two skills clients need to demand from Estate Planners
“My kid is going to be a lawyer. He’s really good at arguing ‘til the cows come home!” And unfortunately in a world of increased...
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13 reasons why… People Procrastinate and Don’t Do Their Estate Planning
There are a number of conversations that are inherently difficult – that first romantic breakup as a teenager, having the birds-and-bees...
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Congratulations on your new Grad - what you need to know as a parent
The long and the short of it is: Your child is considered an adult for all legal purposes including making medical, financial and...
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Older new parents require more planning
With the new Duchess of Sussex already 36 years of age on her wedding day, the frequency of older parents is becoming the norm, driven in...
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Sibling Rivalry, the death of a Parent and being a Parent - TODAY
“Mom always liked you best ...” This line from the Smothers Brothers Comedy Show made people laugh. And there is a good reason why — most...
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Cryptocurrencies and death - why planning is so important
Blockchain removes intermediaries from transactions. For the most part that’s a good thing – but it can also have unintended...
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Estate Planning Facts every small business owner needs to know
As a small business owner, running your own business or professional practice takes up most of your day. But, no matter the length of...
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Why Estate Planning truly says "I love you"
During this time of commercialism, chocolate hearts and mushy cards (eye-roll) there are actually many ways to meaningfully say “I love...
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Is a prenup a MUST for MOST Couples?
It may not be the most romantic idea, but many couples planning to marry opt for prenuptial agreements. Even couples who have found...
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Is your Kid 18 and Going Away To College? Why You Should Include Estate Planning in Preparation
This is the time of year for High school senior to be on pins and needles waiting for those letters. And as a parent, you are both proud...
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What Happens to Student Loans When You Die?
Thinking about your eventual death isn’t fun. But it’s something you need to plan for, especially if you’re one of the 44 million...
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What To Do When a Loved One Passes Away
Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a...
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Passing an IRA and avoiding the big tax
With the recent changes in the tax law, the media has been in a frenzy to tell the public that the new federal ‘death tax’ not only...
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529 money for K-12 but not in NM
The recent tax rewrite gave a big boost to tax-free college savings plans: The federal tax code now allows you to use money in 529 plans...
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A plan to care for Mom
Caregiving can be very stressful and demanding. In the case of a healthy spouse or a child living with the disabled person at home,...
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Plan for long term care before you need it
Long Term Care Planning is the process of preparing for and funding long term care. Long Term Care refers to a wide-range of medical,...
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Beware of the Kiddie tax when giving IRA to a grandchild
Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the "kiddie tax" could make doing...
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