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5 Things You Didn’t Know About Asset Protection

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By: Bryan Montana

Asset Protection is an important area of Estate Planning that, in a nut-shell, deals with preserving your hard-earned assets from potential costs such as Probate, Taxes and Long-Term Care costs.  Here are five tips about Asset Protection that every person should know.

1. Probate – Where Am I?

Why don’t more people complain about probate?  …

Taking Care of Mom – Making a Tough Conversation Easier

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Earlier this week we celebrated Mother’s Day, one of our nation’s most precious holidays.  Your mom has been there for you during the happiest and the saddest times. She was your first love, your first friend, and even your first big fight. She was the cool hand on your forehead when you were …

2013 Estate Planning Checklist: Fact & Fiction When Planning For Your Future

2013 Estate Planning Checklist: Fact & Fiction When Planning For Your Future

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Estate Planning isn’t just about tax savings or drafting trusts.  It’s about getting to know a family, understanding their goals, organizing their assets, helping them through the tough times, being an available resource and looking over their shoulder throughout their lifetime.  I don’t know about you, but a checklist helps me stay organized so here is your 2013 …

TOD & POD Designation Downfalls

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We see it every day.  A couple walks in and tells us that they already have an estate plan and they want us to give it a quick review and stamp of approval.  They bought an “I Love You Will” on-line or had their neighborhood Jack-of-All-Trades attorney fill out a couple page Will for a …