Planning for Different Ages | Planning for Incapacity |
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As you grow more mature, your planning needs mature as well. |
To avoid the need for a guardianship proceeding, you can plan ahead. |
Couples with Children | Death and Taxes |
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Couples with minor children have special concerns and needs. |
What are the tax implications of death? Do you care? |
Same Sex or Unmarried Couples | Business Succession Planning |
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In a mobile society, some couples have unique concerns. |
Estate planning should be an integral part of your business planning. |
Life Insurance | Residences and Real Estate Assets |
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Life insurance offers a wide variety of planning possibilities. |
If real estate assets are a signficant part of your estate, you may wish to take advantage of special planning opportunities. |
Estate Planning for Two States | Charitable Options |
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If you have real property in more than one state, additional planning is prudent. |
Charitable Estate Planning includes many different options, including possibilities for enhanced income during your lifetime. |