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Estate Planning

3 Famous Pet Trust Cases and the Lessons We Can Learn from Them

Posted on: December 7th, 2016
If you haven’t yet made arrangements for your beloved pet in your estate plan, we’re here to help. We’d love to talk about setting up a new pet trust for you or adding one to your current plan. Call us today to talk....

5 Mistakes Made by Successor Trustees and How to Prevent Them

Posted on: November 7th, 2016
When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once you’re no longer able to do so. This individual ideally should be: ● Someone you trust implicitly. ● Someone who is organized, responsible and meticulous. ● Someone who can remain steadfast to your wishes in the face of family disagreements and other disputes regarding the trust. That said, even the most capable, well-intentioned successor trustees can make mistakes when managing affairs. Here are five surprisingly common mistakes along with steps to take to prevent them from happening....

How to Stop Worrying About Running Out of Money in Retirement

Posted on: September 1st, 2014
Many retirees today worry about having enough money for their retirement. Of special concern is if there will be enough money to provide for the surviving spouse. This is called 'shortfall risk,' and it is a valid concern. People are living longer and health care costs continue to rise, especially long-term care which many seniors will need. In addition, the recent recession has given us setbacks in investments and record low interest rates. When combined, these issues can have a serious effect on retirement savings and projected income. But there are some things you can do now to help manage your shortfall risk and protect your assets....
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