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Asset Protection

3 Steps for Baby Boomers Without a Plan

Feb 02,2015
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While every mentally competent individual over the age of 18 should have an estate plan in place, it is especially important that Baby Boomers without a plan begin to put something together. A recent article offers several estate-planning strategies for baby boomers to begin planning: 1. Create a Will and Trust: No matter what type […]

Living Trusts: The Importance of Proper Funding

Jan 19,2015

If you have decided to use a trust to pass on your assets, this can be an exciting decision that gives you peace of mind about the firmness of your plans. If you don’t ensure that the trust is properly funded, however, it’s unlikely that your trust is going to carry out the plans that […]

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