Happy Groundhog’s Day! When you think of Groundhog’s Day you may think of Punxsutawney Phil who checks for his shadow each year to forecast changes of the season. Or you may think of Bill Murray reliving the same day over and over.
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Last week we looked at how you can leave lasting memories and lessons in your estate plan to help future generations. This week we’re delving into how you can share and experience thankfulness, even during a global pandemic. Making it Possible to
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We hope you are all staying safe in these challenging times. We want to assure you that we are open, working remotely, and can help. We believe estate planning involves more than choosing who inherits under your will or trust. With a
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We hope everyone is healthy and staying safe. During this State of Emergency, we will continue to work, and with a few exceptions, everything will be business as usual. We wanted to help keep you informed on some of the ongoing responses to
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Leap years occur almost every 4 years, so our calendars remain in sync with astronomical time. It takes the Earth 365.242 days to rotate around the sun and without leap years we would lose an average of 6 hours each year.[1] So,
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Many people wait until February to start their “new year’s” resolutions and use January to develop a concrete plan instead. This includes gathering information and resources ahead of time, breaking up larger goals into smaller achievements, and mapping out different ways for
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With the holidays fast approaching, giving is a topic on many minds, including considering what to gift to loved ones or finding a charity to donate to. Each year the IRS recognizes a gift tax exclusion. This is the amount an individual
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It is estimated that over 55 million Americans will kick off the holiday season by traveling to a family member’s or on a getaway this Thanksgiving.[1] Holidays are a great time to see loved ones and learn about what everyone has been
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Proactively Planning for Dementia By Matthew A. Ferri, Esq. As loved ones age, their physical and mental abilities change. They may not be as quick or sharp as they once were, they may have mood swings, and they may need more help taking
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In September of 2008, Congressional leaders passed House Resolution 1499 declaring the third week in October as “National Estate Planning Awareness Week.” Resolution 1499 estimated over 120,000,000 Americans did not have up-to-date estate plans to protect themselves or their families in the
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