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What should be included in a comprehensive estate plan? (Continued)

April 19, 2019

In last week’s article, I discussed the need for additional documents that complement a living trust when building a robust, comprehensive estate plan.

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Wild Ride

April 18, 2019

What a difference a quarter makes. The S&P 500 has given us a wild ride, going from the worst quarter we have experienced in seven years, to the best quarter in almost a decade.

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2019 Retirement Plan Trends

April 11, 2019

Historically low unemployment has resulted in worker shortages in many US cities. Attracting and keeping quality employees is critical to most companies.

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What should be included in my comprehensive estate plan?

April 9, 2019

Often, when people talk about creating an estate plan, the conversation revolves around the need for a revocable living trust.

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Why do I need a living trust if I created a Will?

April 2, 2019

One of the common estate planning misconceptions is that once a person has a will in place, there is no need for further estate planning.

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Consistency of Performance Matters Especially in Retirement

April 2, 2019

Most investors don’t have a clue how to properly calculate their returns, nor do they understand the importance of the consistency of their returns.

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