Planning Tips to Protect Your Kids This Year

Planning Tips to Protect Your Kids This Year

Now that the kids are back in school all of us are able to take the breather we need after the chaos of winter break. While having our families around us is wonderful, and one my favorite parts of winter break, it doesn’t leave much time for getting anything done outside of immediate daily activities. Even it’s just...
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Ways to Say I Love You That Last Forever

Ways to Say I Love You That Last Forever

There are numerous ways you can say “I love you” to someone you love. Chocolates, flowers, candy, a new car… we all can think of a number of “things” we can give those we care most about to show them our love. We can also simply say those three little words. The best way is usually the simplest and most effective in...
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Protecting Your Travel Investment: Part 2 of our Travel Safe! Series

Protecting Your Travel Investment: Part 2 of our Travel Safe! Series

Last month, we shared with you our five top tips for pre-planning before you travel (if you missed this article, you can click here to read it). This month, in Part 2 of our Travel Safe! Series, we are focusing on making sure the travel you plan for you and your family is protected against uncertainty. Most...
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3 Steps You Need to Take on National Healthcare Decision Day

3 Steps You Need to Take on National Healthcare Decision Day

The week of April 16th through April 22nd marks the beginning of National Healthcare Decision Day. This week of awareness aims to get people to act on making decisions about their healthcare rather than wait. The Institute for Healthcare Improvement shares the mission of National Healthcare Decision...
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What is Charitable Planning?

What is Charitable Planning?

Whether you are following your passion, giving through your church or making charitable contributions to get a tax write off, supporting our charities are an important aspect of life. While there are naysayers who may call American’s greedy, America is an incredibly charitable-minded country. According...
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Protecting the Treasures from Your Latest Trip

Protecting the Treasures from Your Latest Trip

You have traveled to London, aside from some beautiful paintings and clothing accessories you have purchased a large beautiful chandelier imported from Chiang Mai, the furniture capital of Thailand. The chandelier is beautiful and will go perfectly in your New York home, however, this furniture item was not...
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What If You Didn’t Come Home Tonight?

What If You Didn’t Come Home Tonight?

What if you didn’t come home tonight? What if your family received that call tonight? That you’ve been in a serious car accident, that you’ve had a heart attack or stroke… and you didn’t make it? While they will be emotionally devastated, the estate plan you complete now can ensure their future and...
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The Top 4 Reasons Everyone Needs a Trust Agreement

The Top 4 Reasons Everyone Needs a Trust Agreement

Estate planning is a complicated process and, in reality, having just a last will and testament in place can do more harm than good. You need to make sure your decisions will be carried out the way you want them to be at death but also during your lifetime, should you become incapacitated and unable to manage your...
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How Should I Talk to My Charity About Charitable Planning?

How Should I Talk to My Charity About Charitable Planning?

What does charitable planning mean for your overall estate plan? Did you know celebrities such as Bill Gates and Warren Buffet aren’t leaving their fortunes to their children? Who may they be leaving most of their estate to? Charity! The reason why? People love to give! With 1.5 million charities in the...
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