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The Importance of a Will

Wealth Planning

A will allows you to select the individuals who will receive what you own when you die.A will includes specific directions on how you wish your estate to be distributed after your death, including provisions for any tangible personal property that you may own.If you don’t have a will in place, you can’t select the recipients of your property and the state you reside in will determine how your property is divided.


Family Incentive Trusts Help Ensure Financial Responsibility

Mark A. Oller, CTFA |
Wealth Planning

 Motivating your children to achieve financial independence beyond their trust payouts.   Family incentive trusts offer innovative strategies for distributing wealth while passing on the family’s work ethic to the next generation.Parents can specify almost any rules they want, reflecting their desire for their heirs to seek higher education or to set up a successful business.


A Prescription for Success: Financing Your Medical Practice

My Business

Realizing the dream of owning your own dental or medical practice takes forethought and careful planning.The financial considerations are key to helping you make the decision to step out on your own and start your own practice.What type of medical practice financing do you need to make this dream a reality—a term loan or a line of credit, or both—and can you afford to take this next step?Starting with a review of your finances and cash flow needs is an important first step.