Four Easy to Avoid Mistakes People Make at Tax Time




  It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as with anything in life, the more you rush, the more likely you are to make mistakes. When it comes […]

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Four Estate and Legacy Planning Tips for the Suddenly Wealthy




  Suddenly coming into money can be both a blessing and a curse. Whether you just signed a multiyear, multimillion dollar employment contract, received a significant inheritance, expect a large check from a lawsuit verdict or divorce settlement, or just won the lottery, you need help from professionals to avoid negative consequences from your windfall. Below are four estate and legacy tips for those who have become suddenly wealthy to help you keep your legacy […]

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Is a delayed inheritance really an enhanced inheritance?




  Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular thoughts on how you would like those assets to be used by loved ones after your death. Maybe you would like the assets to be used as a down payment on a home, be applied toward college tuition, or fund a dream vacation.  Unfortunately, without specific guidance from you, money that is […]

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Legal Paperwork Cheatsheet: A Guide to the Top 12 Must-Have Documents




  Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a bureaucratic mess after you pass away or become incapacitated. Aside from mourning your passing or a significant deterioration in your health, this will cause the family additional stress. Heirs may forfeit life insurance payouts, tax deduction advantages, or miss accounts they did not know existed. This is why it is key to […]

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Saying “I Love You” With Your Estate Plan




  While saying the words “I love you” is indeed romantic, you should know that putting together a well-crafted estate plan is a concrete way to care for your family in the long run. This is because doing so will help prevent your surviving family members from scrambling to figure out what to do next while they are still in the grieving process. Act of Love Below are several reasons why estate planning is really […]

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