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Inflation & Retirement

What is Inflation?

Inflation is the decline of purchasing power of currency and the general increase in prices of goods and services over time.  This means that a unit of currency buys less today than it did in years past.  Over the last few years, the inflation rate has...

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Probate for Out-of-State Assets: Handling Multi-State Estates

Managing an estate can feel overwhelming, but the process becomes even more complex when assets are spread across different states. Each state has its own laws, and transferring property or handling accounts outside the home state often requires additional steps. Whether it’s a cabin in Wisconsin or investment properties in Florida, dealing...

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Aerial still of residential neighborhood in Oakwood, a small city in Montgomery County, Ohio, on a clear day in Fall.

Protecting Your Estate from Economic Uncertainty

In times of economic uncertainty, ensuring that your estate plan is resilient is extremely important. Whether it’s a recession, inflation, or market volatility, unforeseen economic changes can affect the value of your assets and the well-being of your loved ones. There are strategic steps you can take to safeguard your estate and...

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The Importance of Asset Protection for High-Net-Worth Individuals

High-net-worth individuals (HNWI) face unique financial challenges when it comes to protecting their wealth. With significant assets comes the increased risk of lawsuits, creditor claims, and other financial threats. A comprehensive asset protection plan is essential to safeguarding wealth and ensuring long-term financial security for future generations. 

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How to Select Beneficiaries for Your Estate

What Factors Should You Consider?

One of the most important considerations when writing a will or trust is who will inherit your estate. The process of selecting a beneficiary or beneficiaries for your assets is a personal and emotional process. There are many factors to consider: 

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