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How to Pass Down Your Family Wealth Legacy During The Holidays
  • Post author:Sotera Anderson
  • Post published:December 14, 2021

How to Pass Down Your Family Wealth Legacy During The Holidays

What is your legacy? As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money…

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  • 2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
    • Post author:Sotera Anderson
    • Post published:November 15, 2021

    2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

    Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated. Estate planning…

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  • Why You Need a Trust – Even if You Aren’t Rich
    Why You Need a Trust - Even if You Aren't Rich
    • Post author:Sotera Anderson
    • Post published:October 18, 2021

    Why You Need a Trust – Even if You Aren’t Rich

    When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust is actually a great estate planning tool for many people…

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  • House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1
    • Post author:Sotera Anderson
    • Post published:October 4, 2021

    House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1

    On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically,…

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  • Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 1
    • Post author:Sotera Anderson
    • Post published:August 13, 2021

    Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 1

    Legendary hip hop artist DMX —born Earl Simmons—passed away on April 9 at age 50 after suffering a massive heart attack a week earlier at his home in White Plains,…

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  • Estate Planning For A Child With Special Needs: What Parents Need To Know
    • Post author:Sotera Anderson
    • Post published:July 5, 2021

    Estate Planning For A Child With Special Needs: What Parents Need To Know

    Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s crucial that you are aware of the unique considerations that go…

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  • The Perfect Father’s Day Gift for Every Father
    • Post author:Sotera Anderson
    • Post published:June 15, 2021

    The Perfect Father’s Day Gift for Every Father

    When you are a kid, finding a suitable gift for Father ’s Day can be a struggle. You want to get Dad something he’ll enjoy, but few young people can…

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  • Aretha Franklin’s Poor Estate Planning Still Haunts Her Family 3 years later—Part 2
    • Post author:Sotera Anderson
    • Post published:May 21, 2021

    Aretha Franklin’s Poor Estate Planning Still Haunts Her Family 3 years later—Part 2

    Aretha Franklin could have saved her loved ones from her poor estate planning choices.  First, people thought she died without any plan at all.  But over the last three years,…

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  • Getting A Divorce ? Don’t Overlook These 4 Updates to Your Estate Plan—Part 2
    estate planning and divorce
    • Post author:Sotera Anderson
    • Post published:April 27, 2021

    Getting A Divorce ? Don’t Overlook These 4 Updates to Your Estate Plan—Part 2

    Last week in part one, we discussed the first two changes you should make to your estate when getting a divorce -- updating your beneficiary designations and power of attorney…

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  • Getting A Divorce ? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1
    • Post author:Sotera Anderson
    • Post published:April 20, 2021

    Getting A Divorce ? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1

    Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet, with so much to deal with during the  process, many…

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