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How much should you tell your loved ones about your estate plan?
After you’ve created your estate plan, it’s important to consider how much information you should disclose to your loved ones about...more
Estate planning in a digital world -
Today, virtually everyone owns (or licenses) digital assets, from email and social media accounts to digital photos and videos to online banking and brokerage accounts. Unlike...more
SECURE 2.0 provides a boost to your retirement and estate plans -
The SECURE 2.0 Act of 2022 (SECURE 2.0) expands on the changes made by the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)....more
Funding long-term care expenses: What are your options?
Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some form of LTC — such as a nursing home or...more
2/23/2023
/ Asset Management ,
Beneficiaries ,
Estate Planning ,
Family Members ,
Financial Planning ,
Inheritance ,
Long Term Care Insurance ,
Long-Term Care ,
Trusts ,
Wealth Management ,
Wills
In This Issue:
- The Importance of Accredited Investors for Small Business Capital Formation
- “All Appropriate Inquiries”: Update on the Environmental Due Diligence Standard
- A Hunt for Justice Erodes...more
6/12/2015
/ Accredited Investors ,
Angel Investors ,
ASTM ,
Attorney-Client Privilege ,
Capital Formation ,
CERCLA ,
Data Breach ,
Dodd-Frank ,
Drinking Water ,
Due Diligence ,
Economic Development ,
Entrepreneurs ,
Environmental Protection Agency (EPA) ,
Estate Planning ,
Financial Planning ,
Limited Liability Company (LLC) ,
Private Equity ,
Securities and Exchange Commission (SEC) ,
Seed Financing ,
Small Business ,
Startups ,
Tax Planning ,
Venture Capital