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Estate Planning Before Summer Vacation
Summer is here and it is time for vacation! … Well almost.
Before going on your family getaway, it is important to have an estate plan. We know you are probably more concerned about your towel, sunscreen, and flip flops, (let’s be honest, we’re pretty concerned about those things on our vacations too) but if the worst happens and an accident occurs on your trip, you will want to have a plan in place. A thorough estate plan will not only protect you but also protect your family if anything happens to you and you are unable to make decisions or communicate your wishes.
Read MoreFather’s Day
Happy Father’s Day to all the great Dads out there! This Father Day, give back to your dad by helping him develop an estate plan. By offering your time to help your father create an estate plan, you are ensuring his protection as he has protected you all your life. You are also helping him to protect his loved ones and create a legacy.
Read MoreAlzheimer’s & Brain Awareness Month: Steps to Take to Ensure You’re Taken Care Of
June is Alzheimer’s & Brain Awareness Month. There are over 55 million people living with Alzheimer’s or Dementia. Alzheimer’s can interfere with your memory, thinking, behavior and overall daily lifestyle. Alzheimer’s, like other diseases, can worsen over time. It is important to prepare early in life for Alzheimer’s or other diseases that affect you and impact your decision making. When planning early, you can be involved and express any wishes or decisions you would like to make in the future. It is always better to plan ahead, before a crisis happens, than to be left trying to figure out what to do once it has.
Read MorePlanning for your High School Graduate
Congratulations to all recent high school graduates! As graduation season comes to an end, it is time to think about planning and preparing for their future. Once your child turns 18, they legally become an adult, which comes with many responsibilities. As a parent, now is the best time to encourage them to prepare essential legal documents in case of an emergency, especially basic estate planning documents. Here are a few suggestions on documents your high school graduate should have before heading off to college or their first full-time job.
Read MoreIf Your Spouse Is A Business Owner, What Should You Know?
Happy small business month! We are continuing our two-part business owner blog series to inform spouses what they should know if they are married to a business owner.
If your spouse is a business owner, do you know what you need to know to be able to run the business in the event of an emergency? Do you have the authority to write checks to keep the business going? Do you know who the key people are in the business that you can trust to keep the business operating? Do you know if you are going to sell the business or keep it going or do you want to keep it going? Do you know the passwords needed to access vital information? Do you have any inclination to run the business after your spouse has passed away or is incapacitated, or do you just want to figure out the best way to sell it so your family is cared for through the financial gain you receive through the sale?
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