Estate Planning: What Does “Per Stirpes” Mean?
By Jack Owen, Jr. Esquire, CPA, Estate Planning Attorney and CPA, and Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors This old Latin term means keeping your assets […]
Estate Planning: Is a Will Enough?
By Jack Owen, Jr. Esquire, CPA, Estate Planning Attorney and CPA, and Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors You may think that creating a will is
What Is Probate and Why Should You Endeavor to Avoid It?
The probate process can last for more than a year and can be expensive. By planning ahead, you can ensure that your estate won’t enter probate after your death. If
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Dynasty Trust: How to Leave Your Estate to Your Loved Ones (Not your In-Laws)
It’s possible to bequeath your assets exactly where you want them to go Sometimes, we just don’t get along with our in-laws. And when it comes to leaving a
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A Second Opinion: How Important Is It to Your Financial Health and Well-Being?
It’s time to take the wheel and put your financial advisor and retirement plan to the test It’s almost second nature to seek a second opinion before moving forward with
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Target-Maturity Bond Funds and ETFs: Opportunities and Pitfalls
These investment vehicles have specific uses – such as building a bond ladder and diversification –but be aware of their limitations Target-Maturity Bond Funds and ETFs allow a person to
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My Financial Predictions For 2019 and Beyond
Just as I warned at the end of 2005 – that the Real Estate Bubble was soon to burst with a recession following – all that I have been warning
Painless Ways to Downsize During Retirement
Tips to simplify your life and cut costs We’ve seen this movie before — sky-high stock prices, sky-high real estate prices and the Fed raising interest rates. We also saw
Does Your Retirement Portfolio Fit You? How much Risk do you Really Want?
If you’re not unsettled after the stock market action of early October 2018, then you weren’t paying attention. The Dow Industrials were gaining and losing several hundred points, not daily
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Stock Market Storm Trackers Have Their Eyes on the Skies
The conditions are looking increasingly favorable for a hurricane of a stock market correction to form. Luckily, like with most hurricanes, investors have time to prepare. Plotting the course of
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