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Oct 17, 20171 min read
2018 Estate Tax Exemption Projections
Experts predict that the estate tax exemption for 2018 will increase slightly to $5.49 million for a single person and $10.98 million for...
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Oct 12, 20171 min read
Same-Sex Couples Estate Planning
Legalizing gay marriage did solve most of estate problems for same-sex couples. When the Supreme Court ruled that same-sex couples have a...
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Oct 10, 20172 min read
Estate Planning Is Ongoing Process
It is not enough to get an estate plan once and leave it alone for all time. It needs to be constantly reviewed and updated to take...
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Oct 6, 20172 min read
The In-Law Problem
A big concern for many people when they are planning their estates, is that they do not trust the people their children married. They...
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Oct 5, 20171 min read
When Couples Split Up
Many married couples separate from each other long before they get divorced. They need to redo their estate plans when that is the case....
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Oct 4, 20171 min read
Writing Your Plans Down Is Important
If you want to have a say in who gets your possessions after you pass away, then you need to get an estate plan or at least write...
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Oct 3, 20171 min read
Determining an IRA Beneficiary
One of the most important estate planning decisions that many people make, is who should inherit IRAs. For many people, deciding who...
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Sep 29, 20171 min read
Spousal Election
A surviving spouse has the right to an inheritance, in almost all circumstances. Most people do not want to cut their spouses out of...
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Sep 28, 20171 min read
Considerations for Elderly Widows
Many elderly women are not fully prepared for what might happen after their spouses pass away. We live in an age where, at least on a...
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Sep 25, 20171 min read
A Large Bequest for Two Cats
A woman in New York left a large sum of money for her cats in her will. It is becoming fashionable for wealthy people to leave large...
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Sep 21, 20171 min read
Online Wills
Today you can not only purchase a will online and download a form to fill out, you can even find websites that will let you create a free...
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Sep 20, 20172 min read
Estate Planning With Few Assets
People who do not have very many assets, still need to get estate plans. However, the best plans for them may not be the same as the best...
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Sep 19, 20171 min read
Estate Planning Mistakes
Some of the biggest estate planning mistakes that people make are not technically estate planning, but they can have a big effect on an...
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Sep 15, 20171 min read
Before You Have a Baby
If you are expecting your first child, there are a few things that you need to do before the due date to make sure that you are...
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Sep 14, 20172 min read
Why You Should Fund a Living Trust
If you have a trust, you might find by looking carefully at the estate planning documents that you do not really need to put assets into...
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Sep 13, 20171 min read
Do Not Fear the Estate Tax
You do not have much reason to fear the federal estate tax, because few estates end up paying it. Even if your estate could be affected...
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Sep 12, 20172 min read
Preparing for Alzheimer's
Everyone needs to prepare for Alzheimer's Disease. They should do so long before they think that they might get it, because it is not...
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Sep 8, 20172 min read
An Old Tradition for a New Age
Ethical Wills are an ancient idea that might just be what some families need to help them through the difficult times we face today. We...
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Sep 5, 20171 min read
Estate Planning is not just for the Rich
The myth that estate planning is something that only wealthy people need to do is wrong, but ever present. However, in shows about...
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Sep 1, 20172 min read
Living Trusts Are Cheaper Than Wills
If you are looking to save money on your estate plan, then you might think that you should get a will since they are cheaper to get than...
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