Where’s The Important Stuff?Thanksgiving is a celebration of family and an opportune time to talk about families and money.
Protecting Your Estate While Living In Two StatesBeing a snowbird like my Juncos, six months south and six months north, could be a great life style in retirement but one place will need to be your legal residence.
Protecting Your AssetsYou’ve worked very hard to achieve your goals and accumulate assets. Now you need to protect them.
We Must Plan For DeathWe all do some really dumb things when it comes to our money, and sometimes it's what we don't do.
Estate Planning For AllEstate planning is a key element in any financial plan no matter what your age.
Protecting Your Estate While Living In Two StatesBeing a Snowbird could be a great lifestyle in retirement but one place will need to be your legal residence and it’s the laws of that state which will dictate your estate planning.
Protecting Your AssetsYou’ve worked very hard to achieve your goals and accumulate assets. Now you need to protect them!
You Must Plan On DyingWe all do some really dumb things when it comes to our money, but sometimes it's not what we do...it's what we don’t do.
What You Need To Know When You Are Somebody’s WidowIf you are married, one of you will become widowed and usually it is the woman who is the surviving spouse.
Estate Planning For All AgesEstate planning is a key element in any financial plan, no matter what your age.
Where’s The Important Stuff?During Thanksgiving, most families would much rather talk about the Patriots than their finances.
How To Protect Your Estate While Living In Two StatesWhile living in two states you must choose one as your legal residence, and it’s the laws of that state which will dictate your estate planning.

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