Estate Planning
Remarriage & Blended Families
Yes, we have all heard the divorce statistics – nearly 50% of couples in the U.S. end their first marriage in divorce. However, while these couples give up hope for their partner, they did not necessary give up on the institution of marriage. The majority of people who have divorced (close to 80%) go on…
Read More“Prenuptial Agreement” – Taboo words in a relationship?
Generally when two people are planning for marriage and “happily ever after”, the issues of finances are often not a topic of discussion. Once married, however, finances are often one of the leading (if not the #1) cause of relationship conflict and divorce. In business, contracts stipulating each partner’s responsibilities and obligations in the event…
Read MoreThe Next Big Target – Your IRAs and 401(k)!
Dear Clients & Friends: I wanted to update everyone on a critically important, and often overlooked, aspect of retirement planning. While saving for retirement is imperative to achieve long-term financial security, the “savings vehicles” that most Americans use today have serious and significant tax implications that can derail those well intentioned “retirement plans”. Historically, we…
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