Retirement planning can be incredibly tricky for two reasons: First, there are a wide and varying number of factors that affect your retirement planning, and
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Why Estate Planning Is Important
Do you want to be able to provide for your family after you are gone? If so, you should begin estate planning now so you
Estate Planning Lessons from Your Friends on “Downton Abbey”
This isn't a joke. The viewers of this high-end PBS costume drama, which takes place about a century ago, could very likely be your clients'
How to Pay for the Kids’ College
Given the rising cost of most college tuitions, the complexity of college loan agreements and the difficulty for most middle-income families in simply maintaining their
Estate Planning for Digital Assets
What happens to your online accounts after you die? It’s an important question many people avoid. California Assembly member Ian Calderon recently introduced AB 691
Securing Your Children’s Future
As a parent, you're always thinking about what's best for your children. But have you thought about what might happen if you're no longer around?
Father’s Proper Military Burial an Ordeal for Soldier-Daughter
A few years ago during a visit with her father, a Marine Corps veteran, in St. Louis, Army Sgt. 1st Class Yvette James asked about
Key Documents Are Essential before Signs of Dementia
In the beginning stages of dementia, someone who handles the family finances forgetting to pay bills is just one common warning sign. The spouse doesn’t
Be a Farmer like “Old McForbes” and “Mr. Green Jeans” Bon Jovi and Reap the Tax Benefits
A gentleman farmer is a wealthy landowner who oversees a small farm purely for the pleasure of it—and, perhaps, for the pleasure of the tax
Thought about Dying Lately?
Most of us don't. However, if a close friend suddenly passes away, this shocking and unexpected event might make you think about death and how
The Estate of Mr. Cub Already in Foul Territory
Widely beloved in Chicago and the baseball world, Ernie Banks — a/k/a Mr. Cub — rose from humble beginnings. He began his career earning seven
Brando “Coulda Been a Contenda” in Estate Planning
Unquestionably, Marlon Brando was one of the leading actors of the 20th century. The well-known Godfather was always in firm control … until it came