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Secure Act: IS CHANGE COMING TO YOUR RETIREMENT PLAN?

In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement Act” (known as the SECURE Act) by a 417-3 vote. The bill is headed to the United States Senate. What are the highlights of the SECURE Act

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Estate Planning Basics: Springing vs. Immediate Powers of Attorney

Part 3 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan

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ESTATE PLANNING BASICS: RISKS TO CONSIDER WHEN ESTABLISHING A POWER OF ATTORNEY

Part 2 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps and get the plan

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ESTATE PLANNING BASICS: POWERS OF ATTORNEY

What is a Power of Attorney and When Do You Need It?

Part 1 of a series breaking down the process of helping clients set up Powers of Attorney for finances by breaking the issues down into smaller, individual topics, enabling the adviser and

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ESTATE PLANNING 101: PART VII

Making Changes to the Will: What’s a Codicil?

Part 7 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary

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ESTATE PLANNING 101: PART VI

Choosing Your Executor: Family Dynamic, Ability, and Inclination

Part 6 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to

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ESTATE PLANNING 101: PART V

Minors and Parents as Beneficiaries

Part 5 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps and

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ESTATE PLANNING 101: PART IV

The "Rest of It:" Should Property Pass Equally or Unequally? What is Fair?

Part 4 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and

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Estate Planning 101: Part III

Specific Bequests and Strategic Vagueness

This is part 3 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary

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Estate Planning - Not Just for High Net Worth Individuals

It’s a common misconception that estate planning applies only to those with a high net worth and a lot of valuable assets. The truth is, estate plans are beneficial for everyone and can be customized to satisfy the needs, interests, and goals of any

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