Tag Archives: Lifetime Planning
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Preparing for the Storms of Life
Many people think an estate plan only involves drafting a document before you die. An equally important part of an estate plan should include what happens to you and your assets while you are living.
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Better Estate Planning
An effective estate plan has many benefits and involves recognizing four challenges: death, outliving resources, emergencies, and mental or physical disability.
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How To: Lifetime Gifts
It may be better to give than to receive but, careful examination of both personal and tax considerations should be made before embarking on a course of lifetime gift giving.
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What is a Beneficiary Designation?
Beneficiary designations are contracts generally not governed by a will or trust such as life insurance policies, annuity contracts, IRAs, and other retirement plans.
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Planning for Incapacity
In doing estate planning, it is essential to plan not only for death — but for life.