Accidental gunfire claimed 348 lives from 2001-2010 in Alabama, and gunshots of undetermined intent killed 147 in Arizona. And while both resulted in far fewer
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Is Your Legacy Mapped Out?
When people think of estate planning, it is generally thought of only being needed by the ultra-wealthy. Actually though, this isn’t the case. Whether people
Four Important Dates to Consider When Reviewing Your Estate Plan
Whenever clients ask if they need to update their will or trust, the first question back to them is: “When was it created?” If they
Is “Crummey Power” Really Good or Really Crumby?
There was one estate planner who had a stroke of marketing brilliance a long time ago. He or she decided that we should call death
Estate Planning Is Critical for Singles
A watershed demographic event occurred in the past few years, although without much notice: For the first time in U.S. history, there are more people
South Texas’ “Godfather of Movies” Leaves Two Pals to Duel over Estate Plan Mess
Rubin Frels is considered by some as the "godfather of movies in South Texas." His parents met at the Theatre Victoria, built in 1913. Frels
Bank of Mom and Dad Keeps the Kids in Touch
Money isn't everything, but it keeps the kids in touch. Though I say that jokingly, I do want you to take estate planning seriously. Most
Legacy Tips from the Experts
Few people get excited about doing estate planning, even though they might recognize the importance of leaving a legacy for their children and grandchildren. If
Announcing Your Estate Planning Service Team!
Help is on the way! Let’s meet the team members who are there to help you to be a great fiduciary, or for you to
Which Is the Worst State to Die in (as Far as Estate Taxes)?
Fewer estates are subjected to the federal estate tax than ever before. The Brookings Institute estimates that only 1 in 700 taxpayers end up paying
Marrying after 50
Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. "You've had a lifetime of solidifying your
Baby Boomers Need to Remember Estate Planning with Their Retirement Planning
Many Baby Boomers are neglecting a key part of their retirement plans — creating an estate plan. And while death is not a pleasant thing