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It is so important for parents to inform their grown children about their financial and personal affairs.

The end of the year provides an ideal opportunity to reflect on the status of your personal finances and review your evolving goals and objectives for the year ahead.

Communicating openly with your family members can help to reassure them about your financial and health care wishes.

Today’s business owner faces a myriad of potential crises. Business owners know that potential crises and unforeseen events may disable their companies and, as a result, the families involved. In this respect, a qualified income replacement plan can be a valuable addition to any business’s benefit package.

One thing is for certain: Life is unpredictable. But, it is still important to prepare for the future and whatever it may hold.

While large loans from parents to offspring are quite common, it is important to pay attention to the tax rules that apply to the transaction.

In today’s modern world, managing your affairs has become even more complicated as issues involving health care and personal finances, which can arise during your lifetime, have become increasingly more important.

Estate planning for people in a second marriage takes on characteristics that are designed to keep one foot in two different worlds.

Are you aware of these common estate planning mistakes? Some of these common mistakes can be avoided with a few, simple actions and early and thorough planning.

Only you can provide the guidance, direction, and information your estate planning team needs to develop an effective plan.