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WILLS – TEN REASONS WHY TO HAVE ONE

WILLS – TEN REASONS WHY TO HAVE ONE

by Dan Granados | Apr 30, 2020 | Estate Planning, Family, Family Planning

Having a will is one of the most valuable things you can do for yourself and your loved ones. Not only can a will legally protect your spouse, children, and assets, it can also explain precisely how you want things handled after you have passed on. Every person has a...
I’m Not Rich…Should I Really Do That?

I’m Not Rich…Should I Really Do That?

by Brint Hiatt | Nov 27, 2019 | Business, Estate Planning, Family, Family Planning, Uncategorized

I’ve heard it many times from clients and friends that they’re “not rich, so why would I need that?” I guess many people might just watch too much TV. They assume (hope!) that just because they are not mega-millionaires, that they don’t need to worry about the same...
What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated

What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated

by admin | Jul 19, 2018 | Estate Planning, Family, Financial, Governments

Whether through illness, injury, or other means, anyone can require a guardian to become appointed if they become mentally incapacitated. In such cases, if there is no estate planning in place (or insufficient planning) to keep family or other loved one’s out of...
Ensure the Security of Your Senior Parents’ Identity and Financial Assets

Ensure the Security of Your Senior Parents’ Identity and Financial Assets

by admin | Jul 3, 2018 | Estate Planning, Family, Financial, Governments

Today, we live in an uber-connected world, where nearly every type of financial transaction—shopping, banking, investment management—can be made online using a computer or mobile device. In light of this, it’s critically important to have the appropriate safeguards in...
How to Protect Real Estate Assets

How to Protect Real Estate Assets

by admin | Feb 25, 2018 | Business, Family, Financial, Real Estate, Taxes

If you own real estate, chances are you have purchased insurance to protect your assets against damage or loss. But have you taken the necessary steps to protect your assets against lawsuits or probate? If you own rental properties, there is likely a nagging fear in...

Why You Should Get Estate Planning Off Your To-Do List in 2018

by admin | Feb 19, 2018 | Estate Planning, Family, Financial

There are many goals most of us want to accomplish in life, and some of the most important ones center on family and money. Here is what a thoughtful estate plan can help you accomplish that involves both: Control health care decisions. Most people will die in a...
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