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Small Tasks, Big Impact

We’ve had a slew of things come across our desks recently that are little things that can be done that can go a long way in protecting our assets & our families in various ways. We wanted to share those briefly with you in this week’s blog. Next of Kin Registry...

Planning Ahead

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 that was signed into law on December 17th clears up the uncertainty hanging over tax and financial planning decisions – but only until the end of 2012. Here are a few things to think...