It’s Time to Have “The Estate Plan Talk”

Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics — money and death. But talking with your adult children about their inheritance can provide significant advantages for you and them. It can help your heirs better prepare for the future and give you a chance to explain the reasoning behind your decisions. Here’s a look at the importance of discussing your estate plan with your kids and how to…
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What is the State of your Estate Plan?

What is it about spring that always motivates us to get organized around the house? Getting your financial household in order is equally as important. It is a good time to create or update your estate plan. That includes such essentials as a will or trust, a living will, durable powers of attorney, a letter of intent and beneficiary forms. We know it is easy to put it off. It may not seem like an urgent need, but you never…
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Estate Planning Workshop – Virtual

Join us for this virtual estate planning workshop where Matthew M. Jensen, Estate Planning Attorney, will outline and discuss 10 common estate planning misconceptions, and how these misconceptions can impact you personally. *Raymond James is not affiliated with Matthew M. Jensen

Asset Protection in Estate Planning

You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others. To insulate your property from such claims, you’ll have to evaluate each tool in terms of your own situation. You may decide that insurance and a Declaration of Homestead…
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Event Registration Deadline: May 1, 2022. Join us in wine country for a long-weekend to indulge! Picture yourself strolling amongst the vines in the rolling hills of sun-soaked California, glass of locally-made wine in hand. Not only will you have ample opportunity to taste a wide-selection of award-winning blends throughout the trip, you’ll also be treated to delicious food, like a French luncheon at Thomas Keller’s famous Bouchon Bistro. Venture out to the Sonoma Raceway and zip around the longest…
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Costa Rica (Tentative Dates)

Rated as one of the 50 Best Resorts in the World by Condé Nast Traveler, the lush Hacienda AltaGracia in beautiful Costa Rica serves as a luxurious setting for an unforgettable getaway. View the landscape through the eyes of the vaquero, exploring rolling mountains and rushing waterfalls on horseback. Shift your senses with a purifying soak in the natural river bath after sampling freshly-roasted coffee at the local coffee cooperative — one of the many opportunities to taste natural, locally-sourced…
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Four Reasons to Review Your Life Insurance Needs

You may have purchased life insurance years ago and never gave it a second thought. Or perhaps you don’t have life insurance at all and now you need it. When your life circumstances change, you have a fresh opportunity to make sure the people you love are protected. Marriage When you were single, life insurance might have seemed like an unnecessary expense, but now someone else is depending on your income. If something happens to you, your spouse will likely…
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