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Helpful information to assist you in making the best decision for you and your family.

3 Ways Divorce Will Change in 2019

When planning to divorce, couples don’t often realize that timing can have an impact on the financial outcome of the proceedings. Changes to maintenance (formerly known as alimony), 529 college savings plans and tax filing statuses are all potential influencers when deciding when to end a marriage. Upcoming Changes: Spousal

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Estate Planning for Newlyweds

Brides and grooms to-be leave no stone unturned when planning for their big day. From music to food to the honeymoon, every aspect is accounted for. However, when thinking about spending the rest of their lives together, newlyweds should also consider establishing their estate plan to provide the other spouse

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Why Minor Children Should Not be Your Financial Beneficiary

Estate planning entails a number of difficult decisions, but for many with minor children, choosing a beneficiary is an easy choice. Parents rightfully want to protect their children from financial hardships by leaving them financial assets upon their death. While it makes sense that many parents want to leave their

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Protecting College Savings in a Divorce

Couples who choose to divorce later in life often have a multitude of financial assets that need to be divided up in the final settlement, and one of these accounts could be a 529 college savings plan. If the divorcing couple created a 529 college savings plan for their child,

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