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Do You Know What You Own?
Americans’ median household net worth (meaning half the households have more and half the households have less) is around $193,000, ...
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Who is Part of Your Professional Team?
If you are like most Americans, you have at least one to-do list. You might also use lists when you ...
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Ensure That Your Loved Ones Call the Right Doctor
Now that we are in March, we are well past the point at which most of us have abandoned our ...
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Money Isn’t Everything in Estate Planning – How to Pass Your Stories and Values to Future Generations
Money and property may be the most discussed types of wealth that a person owns, but the riches of their ...
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Lessons from Warren Buffett’s Estate Plan: Generosity, Adaptability, and Transparency
Warren Buffett, known as the Oracle of Omaha, is one of the most successful investors of all time. His disciplined ...
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Why You Need to Worry About Incapacity Planning
Death is the elephant in the room when we talk about estate planning. We often use phrases like pass away ...
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Whom Do You Trust to Make Your Financial Decisions?
You wake up and check your investments over a cup of coffee. That tech stock you have been eyeing continues ...
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Whom Do You Trust to Make Your Medical Decisions?
It might be a stretch to say that if you have your health, you have everything. However, to some people, ...
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