Tag: Financial Literacy

On Watch – September 2020

The latest edition of On Watch is now available for download. This issue features articles about estate planning opportunities in the current tax law environment, investment and personal wealth planning for life after the sale of a business, and tips and ideas for encouraging financial independence for children of all ages. Contributors to this issue…

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POSTED IN: Administration, Investments, On Watch, Planning

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On Watch – June 2020

The latest edition of On Watch is now available for download. This issue features articles about appointing a corporate executor or agent, summer financial literacy classes and activity ideas for kids of all ages, and medical directives and other basic estate planning documents. Contributors to this issue are Phyllis L. Joe, JD, LLM, Lissa S….

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POSTED IN: Administration, Estate Planning, On Watch, Planning

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