Guardians of Financial Certainty
Echelon Blog, Pension PlanningActuaries are the guardians of financial certainty for defined benefit plans. And there are two types of defined benefit plans: Traditional Pension […]
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4 Tips to Ensure Child Passenger Safety
LawSeptember 17–23 is Child Passenger Safety Week. As a personal injury attorney, I wanted to bring your attention to important information regarding […]
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AI as a Self-Diagnosis Tool in Health Care
Health Care, InsuranceArtificial intelligence (AI) is paving its way as a tool to self-diagnose medical conditions or get answers to health-related questions. Self-diagnosis is […]
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Co-Trustees vs. Single Trustee—Which Should You Choose?
Echelon Blog, Law, Trusts and EstatesDeciding whether you should appoint co-trustees vs. a single trustee to manage your trust should be taken seriously. You should also seek […]
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Why Achieving Family Continuity in the Family Office Space is So Important
Echelon Blog, Echelon Insider Newsletter, Family Office, PlanningNurturing legacy with family offices is the key to sustaining success across generations. In the world of successful families and entrepreneurs, family […]
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Estate Planning is Not Just for the Rich
Echelon Blog, Law, Trusts and EstatesGiven the ever-increasing values of our properties, people are likely worth much more today than they realize, even much more than a […]
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Is Your Trust Properly Funded?
Echelon Blog, Law, Trusts and EstatesNo one plans to fail, but plenty of people fail to plan! Inaction leads to failing in your estate planning goals. Ultimately, […]
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Young People Need Estate Planning, Too!
Echelon Blog, Law, Trusts and EstatesOnce your child turns 18, they are defined under the law as adults. Conscientious professionals know that it is a misconception that […]
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Banking In a Shifting Economy
Banking, Echelon BlogDomestic banks are safe… unsafe… not sure? Here is an historical perspective on banking in this shifting economy. Most Americans alive today […]
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The IRS Took Everything, Including My Passport. Now What?
Accounting, Echelon BlogOkay, you just got off the phone with your favorite bookie, I mean travel agent. You’ve booked that long overdue trip of […]
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When Should You Start An Estate Plan?
LawWhen should a person or couple start their own estate plan? Right now, no matter your age. Estate Planning for Minors and […]
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Are Your Business Expenses “Ordinary and Necessary”?
Echelon Blog, TaxesHey IRS, Everything I Do Is Ordinary And Necessary After decades of toiling away for The Man, unappreciated, underpaid, disrespected, and all […]
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