There are two essential legal documents for managing your finances that must be in place prior to becoming incapacitated. Once you are incapacitated, you...
Incapacity Planning II: Two Essential Documents for Managing Your Finances
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Estate Planning
It’s Not Just Death and Taxes: Creating a Reliable Incapacity Plan
Estate planning is not just about having a plan in place to deal with what happens at your death. It’s about having a reliable plan in place to deal with what...
Help Clients Avoid Estate Disputes and Create a Lasting Legacy
Clients often want to leave some kind of legacy behind. It could be setting up children and grandchildren for life, with no financial worries. Maybe endow a...
Proceed with Caution: Using 401k Money for Starting a New Business
Many of our clients have always dreamed of starting a business. Times are tough, though, and despite many years of experience in the workforce, they know...
Help Clients with the ‘Inheritance Talk’
It wasn’t easy for your clients to talk to their kids about sex, drugs and being safe on the Internet, but they managed — whether with red faces or not. But...
