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Estate Planning in 2015

Most clients do not feel they need estate planning.  What estate?  What they do not realize is that if you add the equity in your home, your retirement assets (401Ks, IRAs, etc…) and your life insurance (YES!! Your life insurance is included in your estate for estate tax purposes) that your estate is larger than you originally thought. This year, in 2015, the estate tax laws enable you, if you die ...

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Happy 2014!! A new year means it is time to review your portfolio investments. – Best Self Atlanta, February 2014

Time to review your Portfolio Investments What goes into a portfolio review? Determining your risk tolerance involves balancing your desire for maximizing your chances of a higher risk against the risk of suffering potential losses. You can choose to be conservative (low risk), moderate risk, or aggressive risk depending on your personal comfort with the risk/reward tradeoff that meets your needs. ...

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Feathering An Advisory Nest – Financial Advisor Magazine June 2013

JUNE 2013 • MARY ROWLAND By the time Laura Schilling graduated from high school in 1986, she had made a list of things she would accomplish: She would have two children, at least one adopted; get her CPA, CFP and law degree; and find a career where she could help people. She’s accomplished all of those things and meanwhile set up a wealth management and estate planning business that is staffed onl ...

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Estate Planning in 2013 – Best Self Atlanta, June 2013

Most clients do not feel they need estate planning. What estate? What they do not realize is that if you add the equity in your home, your retirement assets (401Ks, IRAs, etc…) and your life insurance (YES!! Your life insurance is included in your estate for estate tax purposes) that your estate is larger than you originally thought. This year, in 2013, the estate tax laws enable you, if you ...

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