Archive for the Blog Category

Differences Between Long-Term Care and Disability Insurance

Differences Between Long-Term Care and Disability Insurance

Insurance options can be quite confusing to understand by many. This is especially true when understanding the differences between long-term care insurance and disability insurance. Both types of insurance help pay expenses when a policy holder becomes too ill to work or care for themselves. Both are […]

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Why You Need to Protect Your Digital Assets

Why You Need to Protect Your Digital Assets

Digital assets are company material, usually in electronic format, that are related to your product’s branding. Some of these may include personal websites and blogs, online accounts, social media pages, images, logos, maps, documents and investment accounts with online statements. Digital Asset Management entails organizing, sharing, and storing companies’ […]

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Valuation Discounts Appear to Be Sticking Around

Valuation Discounts Appear to Be Sticking Around

Recent developments on Capitol Hill appear to show that valuation discounts for family-owned businesses are not going away anytime soon. In April, President Donald Trump issued an executive order requiring the U.S. Treasury to identify within 60 days any regulations that impose an undue financial burden on […]

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Tips for Baby Boomers – What To Do If Your Kids Would Rather Not Inherit Your Collectibles

Tips for Baby Boomers – What To Do If Your Kids Would Rather Not Inherit Your Collectibles

Baby boomers represent a generation of super collectors. They have often accumulated fancy dinnerware, traditional furnishings, and decorative objects representing decades of style trends. The number of “family treasures” a person can collect over several decades can be overwhelming. Outside of items baby boomers purchased, baby boomers […]

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Answer: Who Should I Choose as Trustees of My Trust?

Answer: Who Should I Choose as Trustees of My Trust?

You can select an individual as a Trustee, such as a close friend or family member; or a professional can be selected, such as an attorney or CPA; or you may choose a financial institution or a bank. A good Trustee should be someone who is honest […]

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