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This sign in a store window in Dublin gave me a good laugh! At 18, we're all geniuses. By 30, we realize we're idiots! Photo LD Lewis July is a Jamboree of Events! Happy July. Like every month, I pick...
June's Gems Welcome to June. School is out, fun is in, and business tends to slow down for the next three months. Another June theme is children and keeping them engaged, learning and growi...
Prom, graduation, mothers, boating and barbeques are several themes in May. Along with October, May tends to be one of the most densely packed event months of the year. It's before the summer humidity and t...
More than half of Americans, an estimated 56%, do not have an estate plan, making estate planning a critically overlooked component of financial health.
National Estate Planning Awareness Week (H. Res. 1499) was adopted on September 27, 2008, to help consumers understand estate planning and its need, along with how best to create a qualified team of professionals to assist in the planning process.
Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through creating and maintaining an “estate plan.” The purpose of estate planning is to develop a strategy that will maintain the financial security of individuals through their lifetime and ensure the intended transfer of their property and assets at death while taking into consideration the unique circumstances of the family and the potential costs of different methods. A properly-created team of professionals may include, but is not limited to, the attorney, accountant, trust officer, and credentialed insurance financial planners, all working together to benefit their client.
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