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June 23, 2025

A QUICK ESTATE PLANNING QUIZ

Questions:True or False ( ) 1. A will provides for the distribution of your assets according to your wishes. True or False ( ) 2. One disadvantage of probate is that...
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June 23, 2025

RAISING CAPITAL FOR YOUR BUSINESS NEEDS

Should you use debt (borrowed funds), equity (capital that does not need to be repaid), or a combination of the two to raise capital for...
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June 23, 2025

PRINCE PHILIP: A QUESTION OF BALANCE

His Royal Highness Prince Philip, Duke of Edinburgh, passed away in April 2021 at the age of 99. He was the longest-serving royal consort in...
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June 23, 2025

RAISING CAPITAL FOR YOUR BUSINESS NEEDS

Whether your business is a start-up or established, your financing decisions will directly affect the potential growth and profitability of your business. Should you use debt (borrowed...
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June 23, 2025

PRINCE – $200 MILLION ESTATE IS STILL CONTESTED

Prince Rogers Nelson died aged 57, in April 2016. He was found in the elevator of his Paisley Park compound, his death made controversial due...
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June 23, 2025

PRESERVING YOUR LEGACY

If you are like most people, wills, trusts, life insurance, disability income insurance, and advance directives are topics you would just as soon avoid. Yet,...
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June 23, 2025

REASONS A TRUST MIGHT TERMINATE

Nothing lasts forever. While trusts can stretch across generations and keep valuable money and property within a family, no trust has unlimited funds or an...
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June 23, 2025

A REBEL WITHOUT A WILL

James Dean was only 24 years old when died in a fatal car crash in 1955. The talented actor had already conquered Hollywood by that...
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June 23, 2025

PRESERVING YOUR FAMILY BUSINESS WITH LONG TERM CARE PLANNING

If the word “retirement” makes you simultaneously chuckle and cringe, you may be one of the many family business owners who can’t imagine ever fully...
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June 23, 2025

FOR THE RECORD KEEP THOSE IMPORTANT DOCUMENTS

Historically, The 1998 IRS Reform Act shifted the burden of proof from the taxpayer to the Internal Revenue Service (IRS) in certain situations. Does this...
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