Tag Listing | estate planning

6 simple answers to make estate planning easy

6 simple answers to make estate planning easy

Start now to safeguard your lasting legacy. You’ve heard the classic saying, “Death and taxes…” Nobody likes to discuss either, but these are two certainties in life. What’s also true is that the more we plan for both, the better off we are. We accumulate personal possessions, financial assets and even real estate over the […]

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your legacy in retirement

Leaving a Legacy

You’ve invested a lot of your time on your retirement plan, and all that planning has paid off. You’re confident you’ll have a solid income for your retirement. In fact, it looks like you actually have some extra income or savings right now that you won’t actually need for your retirement. The question is, how […]

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Protecting your Legacy

3 Steps to Estate Planning

In its simplest form, estate planning is the structuring of your legal and financial affairs so you can provide for your family after your death. Whether it involves passing along a business to the next generation, leaving a lasting gift to a favorite charity, or something completely different, planning ahead makes it easier for your […]

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