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Dec 22, 20171 min read
Children and Inherited Retirement Accounts
If your children inherit your retirement accounts, they will have a few options about what to do with them. Most people designate their...
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Dec 20, 20171 min read
Plan for Death to Live Better
It might not seem intuitive. However, if you make plans for your death, you can sometimes live a better life. People do not ordinarily...
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Dec 15, 20171 min read
Wealth Planners
Wealthy people have so many different advisors for different aspects of their lives, that it is often a good idea to hire someone who can...
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Dec 14, 20171 min read
Using a Trust for Educational Funding
Educational costs have risen so high, that accumulating the money to pay for a child or grandchild to attend college can take years....
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Dec 13, 20172 min read
Duke's Will to Be Unsealed
The Duke of Windsor's will has been sealed since his death in 1972. The will of the man once known as King Edward VIII has been ordered...
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Dec 11, 20171 min read
Endowments of Closed Schools
Every year wealthy people give money to the endowment funds of colleges and universities. What happens to the money, when a school closes...
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Dec 7, 20171 min read
Lesser Known Estate Planning Mistakes
Some common estate planning mistakes are mentioned all the time. There are other common mistakes that receive less attention. There are...
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Dec 6, 20171 min read
Estate Planning for Pets
Estate planning used to focus almost exclusively on making sure that loved ones received inheritances. Today, it is increasingly...
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Dec 5, 20171 min read
Tax Inflation Changes for 2018
The IRS recently announced what the annual inflation changes will be for some important taxes for estates and those who are planning...
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Dec 1, 20171 min read
Estate Planning Horrors
Formal estate planning laws have been around long enough, that if something bad can happen it likely already has. In estate planning,...
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Nov 30, 20171 min read
Emergency Preparedness
To properly prepare for an emergency, you need to do more than stock up on drinking water and food. You also need to make sure that your...
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Nov 29, 20171 min read
Finances and Grey Marriage
Older Americans are increasingly getting remarried. Those who do need to understand what it means for their finances and estate plans....
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Nov 28, 20171 min read
Estate Planning Basics
If you have never done any estate planning, you should become familiar with the basic concepts. It is important for everyone to do some...
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Nov 22, 20171 min read
Parents Should Explain Finances to Their Children
Parents are often very reluctant to discuss the parents' financial situation with their grown children. It is important to do so for...
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Nov 21, 20172 min read
Common Marriage and Estate Planning
Courts in many states today are reviving the old concept of common law marriage. However, not every state is which creates the need for...
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Nov 6, 20172 min read
Little Things That Cause Estate Problems
When families fight over estates, it is not always over things of great importance. They often fight over the little things. That is an...
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Nov 3, 20171 min read
Protect Your Greatest Asset
Estate planning is about more than just figuring out what happens to your possessions when you pass away. It is also about what happens...
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Nov 2, 20171 min read
Wills Must Go through Probate
A misconception is going around about estate planning, is that wills do not have to go through the probate process. It is not always...
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Oct 27, 20172 min read
You don't get a mulligan for estate planning
One of the most frustrating things about estate planning, is that people assume that there is always time to do it later. That leads to...
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Oct 26, 20171 min read
Everyone Can Get a Trust
Trusts used to be viewed as a tool for the wealthy. That is no longer the case. Most people probably first learned about trusts in a...
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