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financia basics

Jeff Schlicht

November 4, 2014

Financial Basics

Financial Basics: The Truth about Trusts

Jeff Schlicht

November 4, 2014

Financial Basics

One of the most common questions we receive is, “Do I need a Trust?” Before we can answer that question, we need to learn more about the client’s goals and to educate them on the benefits a trust can provide.

Gary Schmidt

July 1, 2014

Financial Basics

Financial Basics: Wills

Gary Schmidt

July 1, 2014

Financial Basics

Have you looked at your will recently? Do you have a will in place, or is this one of those future “to do” tasks?

There is an insightful article in the June 20th edition of The New York Times titled “When a Will Divides an Estate, and Also Divides a Family”. Paul Sullivan, the writer, goes on to...