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Laura R. Knolle's picture

Recent widows need a long term financial plan for peace of mind

Laura R. Knolle, MS, CFP®
Vice President
Ronald Fatoullah's picture

Married couples should consider individual wills vs a joint will

Ronald Fatoullah, Esq.
New York Elder Law & Estate Planning Attorney
Michelle Cortes-Harkins's picture

What every young mom needs to know about wills and estate planning

Michelle Cortes-Harkins
MSW, CDFA™, CRPC®
Laura R. Knolle's picture

Financial steps you must take immediately on the death of a spouse

Laura R. Knolle, MS, CFP®
Vice President
Anthony D. Criscuolo's picture

Save your family the time and stress of probate with your estate

Anthony D. Criscuolo, CFP®
Client Service Manager/Portfolio Manager
Beckett C. Horner's picture

Create an estate plan that works for you and your beneficiaries

Beckett C. Horner, Esq.
Attorney at Law
Marty Strohofer's picture

Choose the right casket for your loved one when planning the funeral

Marty Strohofer
Director of Marketing and Product Development
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Estate Planning

Planning for your estate after you pass is difficult. Should you have a will or trust? Who is going to be in charge of your estate, and who will have power of attorney? These are hard decisions to make and to have credible and reliable advice from experienced lawyers is paramount. Look to us for the advice you need so that you know what to expect before you go to probate or make a living will or trust.

Plan your funeral service and ensure your wishes are fulfilled

Planning the right type of funeral service for each individual is important for providing the family with a good way to begin the grieving process. Each individual is different, and a cookie-cutter model is not the way to approach a ceremony that is so personal.

The funeral service should properly reflect the decedent’s personality. People like candy, wine, good food and music, so a funeral and the reception following should include all of those things. You should be able to say goodbye to the people you care about.

Marla NoelPresident

Marla J. Noel is President and Board Member of Fairhaven Memorial Park and Mortuary, an organization established in 1911 with over 90 staff members. The main campus is located on the border of Santa Ana and the city of Orange in California. Marl...

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Understand taxes and estate planning in transferring your wealth

Nearly 200 years later, Benjamin Franklin’s words still hold true: "In this world nothing can be said to be certain, except death and taxes." The biggest change, however, is that the complexity of taxes has grown exponentially.

Ryan M. HolmesAttorney

Ryan M. Holmes is an attorney licensed in Illinois and Wisconsin and multiple Federal courts. He focuses his practice on helping clients set-up cost effective estate plans that address their specific needs while minimizing all types of taxes. ...

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What every young mom needs to know about wills and estate planning

As a young mother, your days are filled with numerous activities; typically the ones that get the least amount of attention are those that are financially related. Even when you feel like you are being pulled in a million directions, you can still develop an estate plan. This can help protect your family and other loved ones should anything happen to you.

One way to make the process less overwhelming is to assign each of the following ideas to a month and by the end of a year, you will have put in place a plan that can allow for a greater peace of mind.

Michelle Cortes-HarkinsMSW, CDFA™, CRPC®

The focus of my practice is on women in transition; women who are changing employment, entering into motherhood, going through a divorce, widowhood or preparing for or starting retirement. I use tools from my social work background, such as a...

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Financial steps you must take immediately on the death of a spouse

If you are reading this because you just lost your spouse, my sincerest condolences. After losing a spouse, it is normal to experience a wide range of emotions, and addressing your financial issues can feel daunting and overwhelming. However, it is important to handle a few necessary immediate financial issues to avoid potential problems down the road. Whether you are already financially savvy, or your spouse handled the finances and you are just starting off, taking these immediate steps will help you feel more secure and in control of your financial situation.

Laura R. Knolle, MS, CFP®Vice President

Laura R. Knolle, MS, CFP® is a Vice President with EP Wealth Advisors. In her role with the firm, she specializes in working with clients to bring together all the pieces of their financial lives. Her expertise includes every aspect of financial...

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Create an estate plan that works for you and your beneficiaries

Many people work their entire lives without ever establishing a will or estate plan. Without a will, it is more difficult for the surviving family members to probate the decedent’s estate, and the beneficiaries of the estate may not be the ones the decedent would have chosen.

Although discussing where your assets will go upon your death may not be a preferred topic of conversation at a cocktail party, it is an important decision that everyone should make at some point. 

Beckett C. Horner, Esq.Attorney at Law

No family to pass your assets to? Advice for creating an estate plan

Many people leave their assets to loved ones in their estate plan, but what happens to the assets of those who have no family to support? It’s still very much a priority to make sure everything you’ve worked for goes where you would want it to, and just because someone has no family, doesn’t mean they can’t leave behind a lasting legacy.

Mark PowellFounder and CEO

Mark Powell is the founder and CEO of Practical Plans, an innovative, web-based estate planning solution that caters to young families and individuals in California. Powell sought an innovative approach for clients with simple needs that often d...

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A well-rounded estate plan will help protect your family

People avoid estate planning for several reasons – it’s expensive, you have to talk to lawyers and the process is inconvenient. This advice will help you overcome these hurdles and put you in good shape for getting your plan done.

Mark PowellFounder and CEO

Mark Powell is the founder and CEO of Practical Plans, an innovative, web-based estate planning solution that caters to young families and individuals in California. Powell sought an innovative approach for clients with simple needs that often d...

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Having a baby? Create an estate plan to protect your family

Very few events make you feel more grown up than leaving the hospital with a baby. Part of growing up is recognizing your responsibilities and fulfilling them. Planning for your family is at the very top of the list of responsibilities. Avoid more unwanted sleepless nights and use this advice to ensure your planning is done right.

Mark PowellFounder and CEO

Mark Powell is the founder and CEO of Practical Plans, an innovative, web-based estate planning solution that caters to young families and individuals in California. Powell sought an innovative approach for clients with simple needs that often d...

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Planning your funeral service in advance gives you peace of mind

Lacy Robinson Director of Professional Development, Licensed Funeral Director and Embalmer Aurora Casket

America is a nation of planners. Americans plan their vacations, retirement, careers and every hour of every day in some cases. Research shows that 70% of Americans have some type of life insurance policy and 55% die with a written will or estate. Yet only 33% pre-plan their funerals. Why is formally preplanning a funeral with a funeral director not a part of these important preparations?

Lacy RobinsonDirector of Professional Development, Licensed Funeral Director and Embalmer

Lacy Robinson is a Kentucky licensed funeral director/embalmer and a certified member of the Academy of Professional Funeral Service Practice. She is a graduate of Georgetown College, Georgetown, Kentucky holding a bachelor’s degree in Communica...

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Recent widows need a long term financial plan for peace of mind

The first few months after losing a spouse can be very challenging. After you have tackled the immediate financial issues, you should be ready to start working on long-term financial planning items.

Laura R. Knolle, MS, CFP®Vice President

Laura R. Knolle, MS, CFP® is a Vice President with EP Wealth Advisors. In her role with the firm, she specializes in working with clients to bring together all the pieces of their financial lives. Her expertise includes every aspect of financial...

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Married couples should consider individual wills vs a joint will

A last will and testament is an important document giving evidence to an individual’s intentions regarding the passing of property upon death. Failure to create a will can have unintended consequences whereby property inadvertently passes to unintended beneficiaries.

Ronald Fatoullah, Esq.New York Elder Law & Estate Planning Attorney

Ronald Fatoullah has been selected as one of the New York area’s “Best Lawyers” in the fields of Elder Law & Trusts & Estates for 9 consecutive years. He is also recognized as a ‘SuperLawyer’ and currently serves on the Executive Council of A...

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A new baby is good reason to review and update your estate plan

If you have become a parent for the first time, there are some things you should be thinking about for your estate plan. Whether you are looking to update your will or trust, or just looking to protect your newborn baby if you pass away, there are some important things to know and understand when doing so. Selecting a guardian, life insurance policy, knowing your new financial and emotional responsibilities, and hiring a professional estate planner are all important to keep in mind. Here is some advice to help.

Lawrence M. PlouchaShareholder

Practicing for over 30 years in South Florida. Masters degree in Taxation. Listed in “The Best Lawyers in America”...

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Save your family the time and stress of probate with your estate

Probate is the formal legal process through which the state carries out a deceased individual’s will. If they did not leave a will, or if their will is legally questionable, the state oversees the distribution of property according to state law. Each state has its own process, but there are a few common factors that make probate something many people choose to minimize or avoid.

Anthony D. Criscuolo, CFP®Client Service Manager/Portfolio Manager

Anthony D. Criscuolo, CFP®, has extensive experience in Palisades Hudson’s estate planning, tax, investment management and accounting practices. Anthony provides a wide range of services to his clients, including asset allocation and investment ...

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Choose the right casket for your loved one when planning the funeral

Marty Strohofer Director of Marketing and Product Development Aurora Casket Company

Planning a funeral can be overwhelming and difficult. The average funeral ranges in cost from $7,000 to $10,000. How can families best determine how to allocate a funeral budget to create a meaningful experience? Choosing the right casket is an important part of the planning process. Whether a family chooses burial or cremation, selecting the right merchandise for the types of services the family desires is a crucial part to honoring a life well-lived.

Marty StrohoferDirector of Marketing and Product Development

Marty Strohofer is Director of Marketing and Product Development for Aurora Casket Company. Marty consults with funeral homes nationwide to help them better connect with their families, from implementing websites to small business marketing stra...

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Receive an inheritance recently? Here is expert financial advice

In a nutshell, an inheritance is just like a gift but with the added benefit of a full step up in basis. It is not earned income. An inheritance may provide substantial security in your life. The following list provides some basic income tax consequences for assets received through inheritance along with some advice once an inheritance is received. Be aware that if assets are received from a trust upon a death the tax basis of the assets may be different and therefore the rules below may not apply.

Bradford L. Hall, CPAManaging Director

As the Managing Director of the Hall & Company, Brad is actively involved in all aspects of taxation, auditing and business planning. He has over thirty years of experience in public accounting. Brad's core strengths as an Irvine CPA are in the ...

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Create a well-designed estate plan for you and your family

Everyone’s wealth and family situation is different. How can you determine if you are creating the best possible estate plan for you, ensuring your money, assets, and family are cared for? Here is some advice to help.

Lawrence M. PlouchaShareholder

Practicing for over 30 years in South Florida. Masters degree in Taxation. Listed in “The Best Lawyers in America”...

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Advice for selecting the right estate planner for your situation

You have recently married, had or adopted a child, divorced, come into a large sum of money or encountered another event in your life that makes you realize you need to plan for your possible death or incapacity in order to protect those important to you. This is commonly known as an “estate plan” and often involves a number of considerations and documents, such as a Will, Trust, Living Will, Durable Power of Attorney, Advanced Directive for Health Care and others.

Lawrence M. PlouchaShareholder

Practicing for over 30 years in South Florida. Masters degree in Taxation. Listed in “The Best Lawyers in America”...

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