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A futuristic image of a glowing Bitcoin coin surrounded by financial charts, a retirement savings piggy bank, and digital keys, symbolizing the intersection of cryptocurrency with traditional investment and retirement planning.

💰 Bitcoin as a Retirement and Investing Vehicle: 🚀 Exploring Custody Challenges, Estate Planning, and New Opportunities 📈

Bitcoin as a Retirement and Investing Vehicle:  Exploring Custody Challenges, Estate Planning, and New Opportunities Over the past several years, Bitcoin has evolved from a fringe tech curiosity to a globally recognized investment asset. While early adopters and crypto enthusiasts have long championed Bitcoin’s transformative potential, professional money managers have increasingly warmed to the idea …

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Don’t Let Your Legacy Go On 🌱 Don’t Let Your Legacy Go On Break: Succession Planning for a Thriving Business 🏢: Succession Planning for a Thriving Business

Building a successful business takes dedication, passion, and a whole lot of hard work. But what happens when it’s time to step back and pass the torch? Without careful planning, your legacy could suffer the fate of a forgotten office on vacation—dusty, out of touch, and eventually irrelevant. That’s where succession planning comes in, the …

Don’t Let Your Legacy Go On 🌱 Don’t Let Your Legacy Go On Break: Succession Planning for a Thriving Business 🏢: Succession Planning for a Thriving Business Read More »

Choosing the Right Age for Children to Receive Their Inheritance

Parents choose to leave an inheritance to their children for a number of reasons. They may want to make certain that their children are cared for if they are no longer present to support them, or they may wish to provide a solid financial foundation on which their children can build a bright future. Unfortunately, …

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Important Things to Make Sure You Start (or get done!) during Covid

Have your estate planning done. Set the end of the year as your deadline to finally get this completed. Figure out why you have been procrastinating and conquer your fears. If it’s because you don’t have an attorney, ask friends and acquaintances for referrals. If it’s because you aren’t sure who you want to be …

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Beneficiary Designation Tips

10 Beneficiary Designation Tips Beneficiary designations can provide a relatively easy way to transfer an account or insurance benefit upon your death.  We often complete these designations without giving it much thought, but they’re actually important and deserve careful attention.  However, if you’re not careful, missing or outdated beneficiary designations can easily cause your estate plan …

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