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Blog Posts in June, 2015

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  • Why Trusts aren't just for Trust-Fund Babies
    Why Trusts aren't just for Trust-Fund Babies

    The term "Trust Fund Babies" conjures up what has become a stereotypical image of non-working super rich folks living large on their family's wealth. For that reason alone, many folks may think that ...

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  • Business Owners: A Buy Sell Agreement is an important part of your Estate Plan
    Business Owners: A Buy Sell Agreement is an important part of your Estate Plan

    From unwanted business partners to burdensome estate taxes, the death of a business co-owner can have negative implications for surviving owners as well as for the estate of the deceased. A well ...

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  •  Reason Why You Should NOT Choose a Family Member as a Trustee
    Reason Why You Should NOT Choose a Family Member as a Trustee

    In the majority of cases, the purpose of a trust is the preservation of assets for future generations. Plainly speaking, trusts are often vehicles intended to help take care of your children and ...

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  • 7 Common Estate Planning Traps You Should Avoid
    7 Common Estate Planning Traps You Should Avoid

    Estate tax exemptions are high enough these days that most individuals don't have to consider avoiding estate taxes as part of their estate planning. Instead, the focus should about leaving a legacy: ...

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  • After we sign the Will, where should we keep it?
    After we sign the Will, where should we keep it?

    After we sign the Will, where should we keep it? One question I hear from clients all the time: After we sign the Will , where should we keep it? This is a very important question, because if your ...

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