Include Your Intellectual Property in Your Estate Plan

September 8, 2023

You don’t have to be a famous producer or household name to own intellectual property. If you create music, own…

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There is no shortage of advice flying around about estate planning, much of it from people who aren't even lawyers. Get insight on the popular pitfalls and how emerging economic shifts like cryptocurrency can affect your plan.

Do savings bonds still have a place in my financial portfolio?

Q: Do savings bonds still have a place in my financial portfolio? –Curious Investor A: Dear Curious: Savings bonds, also known as Treasury bonds, can be a valuable tool in your financial portfolio.  When you buy savings bonds, you are…

Recent Superstar Death Brings Estate Planning to the Forefront of Discussion

The untimely death of superstar Prince has brought a surprising issue to American living rooms: estate planning. If current reports are correct that Prince died without a will, state law and the Court system will dictate who controls and inherits…

How To Proactively Plan To Reduce the Impact of Caring For Elderly Family Members

Much has been written about our nation’s need to help mothers in the workplace. Many benefits, such as maternity leave and nursing stations, are present or well on their way towards implementation in many U.S. states. With employees working later…

Emergency iPhone Health App Can Save Your Life

Have you given any thought to how emergency medical care providers know who to contact or what to do if you are in an accident? Some people wear wristbands that contain important health information, such as drug allergies. But there’s…

What to Do With a Cash Windfall

Many of us like to fantasize about winning the lottery. We muse with our friends about how we might spend the money, and we dream about never wanting for anything ever again. The odds are against us, of course, at…

Financial Myths About Getting a Divorce

If your marriage is on the rocks, one of your many worries is probably the impact divorce will have on your financial life. We can support you with a thorough analysis of your assets and understanding of the financial impact…

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