Have You or Your Loved Ones Used These Excuses to Avoid Estate Planning?
By Canarick & Canarick |
We all have those nagging to-do items that never seem to make it to the top of our list, even ...
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Happy National 401(k) Day!
By Canarick & Canarick |
Bookending the first week of September with Labor Day is a less recognized holiday that may not get much national ...
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Stepfamily Day: Smart Estate Planning for Blended Families
By Canarick & Canarick |
Happy National Stepfamily Day to all who celebrate it! Amid shifting family structures, there is a good chance that you ...
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National Centenarians Day: Planning for a Longer Life (and Legacy)
By Canarick & Canarick |
Who wants to live to be 100? That depends on who you ask. Whatever the answer, one thing is clear: ...
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The Legacy of Film Legend Val Kilmer
By Canarick & Canarick |
Actor Val Kilmer’s passing in April 2025 highlights estate planning issues that can affect almost anyone. Although Kilmer was a ...
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Planning Beyond the Ring: Estate Insights from George Foreman
By Canarick & Canarick |
Born into an impoverished Houston household in 1949, George Foreman lived a rags-to-riches tale of pure Americana: Olympic gold medalist, ...
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From Game Shows to Estate Plans: Insights from Regis Philbin
By Canarick & Canarick |
Regis Philbin, the Guinness World Record holder for the most hours on US television, was a familiar face in millions ...
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Estate Planning Update: What the One Big Beautiful Bill Means for You and Your Family
By Canarick & Canarick |
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) has made a sweeping change to ...
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Minimalism May Be Great for Your Stuff and Finances but Not for Your Estate Plan
By Canarick & Canarick |
In a modern world marked by information overload, overflowing inboxes, nonstop notifications, and the constant pressure to accumulate more stuff, ...
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Is an Income-Tax Time Bomb Lurking in Your Estate Plan?
By Canarick & Canarick |
As the federal estate tax exemption has ballooned from $5 million in 2011 to $13.99 million today, the need for ...
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Undoing an Irrevocable Life Insurance Trust: Options and Alternatives in a Changing Estate Tax Landscape
By Canarick & Canarick |
The irrevocable life insurance trust (ILIT) has long been a staple of estate planning. This tool is designed to hold ...
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Remember Your First Line of Defense: Insurance
By Canarick & Canarick |
The modern insurance market dates to seventeenth-century London, where merchants reeling from the Great Fire of London started pooling funds ...
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Could a Domestic Asset Protection Trust Be the Right Trust for You?
By Canarick & Canarick |
There are more ways to create wealth today than ever before. Whether you are working a traditional nine-to-five job and ...
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Are You Saving Enough for Retirement?
By Canarick & Canarick |
Retirement is supposed to be a carefree period of enjoyment and fulfillment. However, retirement has become a daunting prospect for ...
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The Pros and Cons of Joint Ownership
By Canarick & Canarick |
If you are recently married or have been married for a while and have acquired additional money or property (or ...
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