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Your life insurance policy is only worth having if it grows and changes with you and your circumstances. As life happens, your situation will change and evolve. Your life insurance document should change and evolve with it.

No estate planning professional can build the best plan possible without the help of the most important member of the estate planning team: YOU.

In the age of the internet, estates just aren’t as tangible as they used to be. The wrong methodology might saddle your loved ones with quite a tax burden.

If you’ve ever had a major medical procedure at a hospital, chances are you’ve at least heard of advanced medical directives. Advanced directives are intended to reduce uncertainty in what can be an otherwise trying time for your loved ones.

A liquid asset is cash on hand or an asset that can be quickly converted into cash. They may be referred to as cash equivalents because the owner is confident the assets can easily be exchanged for cash at any time. The asset must meet several requirements before it can be considered liquid.

Life insurance is a great way to look after your loved ones. You can support them in life with the confidence that they will not be left out in the cold after you’re gone.

INDEPENDENCE DAY WITHIN US Here we are in July, and all of the Fourth of July celebrations here have been canceled.

THE SHIFTING TOUCHSTONES OF OUR LIVES Hi, June friends. How’s it going? Is it over yet?

Involving family members in your business isn’t a course of action to take lightly. If you are considering this option, it is best to approach it as seriously and professionally as you would any other business venture.

Timely planning is necessary to preserve the assets you have worked so hard to accumulate and to protect your loved ones.