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  • 4 Ways Wise Planning Can Protect Your Family’s Assets

4 Ways Wise Planning Can Protect Your Family’s Assets

While most people assume only the wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even greater risk. For example, if you’re a multi-millionaire, a $50,000 judgment against you might not be that big of a burden. But for a family with a modest income, home, and [...]

By Quraishi Law| 2020-12-15T17:43:49+00:00 December 15th, 2020|Estate Planning, Financial Planning|0 Comments
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  • 6 Things You Should NOT Include In Your Will

6 Things You Should NOT Include In Your Will

A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A will is used to designate how you want your assets distributed to your surviving loved [...]

By Quraishi Law| 2020-12-01T21:11:00+00:00 December 1st, 2020|Estate Planning, Financial Planning|0 Comments
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  • 4 Tips For Discussing Estate Planning With Your Family This Holiday Season

4 Tips For Discussing Estate Planning With Your Family This Holiday Season

As we head into the peak of the holiday season, you may start to spend time surrounded by your family and friends that you haven't seen in a while. The holidays offer an opportunity to visit with loved ones you rarely see and get caught up on what’s been happening in everyone’s life. And though [...]

By Quraishi Law| 2020-11-19T22:49:39+00:00 November 19th, 2020|Estate Planning, Financial Planning|0 Comments
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  • Will Your Estate Plan Actually Work When Your Family Needs It?

Will Your Estate Plan Actually Work When Your Family Needs It?

If you’re like most people, you likely think estate planning is just one more task to check off of your life’s endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY plan using online documents. Then, you’ll put those documents [...]

By Quraishi Law| 2020-11-04T20:19:26+00:00 November 4th, 2020|Estate Planning, Financial Planning|0 Comments
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  • 6 Changes to Watch For In Your 2020 Taxes

6 Changes to Watch For In Your 2020 Taxes

Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next April. While it’s always a good idea to be proactive when it comes to tax planning, it’s particularly important this year. In addition to annual updates for inflation, the Coronavirus [...]

By Quraishi Law| 2020-10-15T16:07:21+00:00 October 15th, 2020|Estate Planning, Financial Planning|0 Comments
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  • Lost An Old 401(k)? Here Are 6 Tips For Finding It

Lost An Old 401(k)? Here Are 6 Tips For Finding It

The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple times during your career. According to the Bureau of Labor Statistics, today’s workers have held an average of 12 jobs by the time they reach their 50s. Since people change [...]

By Quraishi Law| 2020-10-01T16:58:12+00:00 October 1st, 2020|Estate Planning, Financial Planning|0 Comments
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  • Why You Need to Update Your Estate Plan After These Life Events

Why You Need to Update Your Estate Plan After These Life Events

Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that you review and update your plan at least every three years, no matter what happens in your life, your plan must be updated immediately in the event of  any of these [...]

By Quraishi Law| 2020-09-09T19:53:22+00:00 September 9th, 2020|Estate Planning, Financial Planning|0 Comments
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  • Money Talk: How Much Will You Share With Your Kids (and When)?

Money Talk: How Much Will You Share With Your Kids (and When)?

In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent parents. And, we hope to change it because one of the most important things you can do is talk to your kids (and your parents) about money. [...]

By Quraishi Law| 2020-09-02T19:25:08+00:00 September 2nd, 2020|Estate Planning, Financial Planning|0 Comments
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  • How Do Trusts Help You Save on Taxes?

How Do Trusts Help You Save on Taxes?

Many people come to us curious (or confused) about trusts and taxes. This article is going to sort it out and clarify things for you. There are two types of trusts, and each have different tax consequences. Revocable trusts, which are the far more commonly used trusts, have no tax consequences whatsoever. A revocable trust [...]

By Quraishi Law| 2020-07-13T16:04:06+00:00 July 3rd, 2020|Financial Planning, Taxes|0 Comments
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  • Learning to Flourish, Even in a Financial Crisis

Learning to Flourish, Even in a Financial Crisis

Maybe you, like many of us, have been raised to think that the safest way to live in the working world is to have a good career and a steady paycheck. This financial crisis is challenging that framework for many people. Even if you had a steady job, and even if you still have one, [...]

By Quraishi Law| 2020-07-13T16:03:32+00:00 June 10th, 2020|Financial Planning|0 Comments
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  • Episode 29: The Things Nobody Says To Their Financial Advisor
    January 7th, 2021
  • Episode 28: End Of Year Planning Tasks
    December 17th, 2020
  • 4 Ways Wise Planning Can Protect Your Family’s Assets
    December 15th, 2020
  • 6 Things You Should NOT Include In Your Will
    December 1st, 2020
  • 4 Tips For Discussing Estate Planning With Your Family This Holiday Season
    November 19th, 2020
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