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In August, we live through the Dog Days of Summer. It's hot and often humid, and those who can leave for better climates do. Down south, winter is in full force. August is also known as "the ...
Is it hot enough (or cold enough if you're below the equator) for you yet? There is actually a day for that! Like every month, I pick a diverse collection of events you may or may not know about. This ...
Along with October, May is one of the most densely packed months of the year. It's before the summer humidity and the last whole month of the school year. The weather is warming in 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 needs and 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 considering the family's unique circumstances 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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