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If you were to receive a sizable inheritance, what should you do with it? This money could help you achieve some of your important financial goals , so you’ll want to think carefully about your choices.

April 20, 2019

How to Be Smart about an Inheritance

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Getting divorced is a complicated process, even for couples without any minor children. This is because it requires dividing up a partnership, so each individual can go his or her own way. While there are many details to iron out in terms of dividing assets, one thing that often gets overlooked, is how your estate plan will be affected.

April 19, 2019

How Do I Make the Right Estate Planning Moves When I Divorce?

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A well-executed estate plan is a thing of beauty – but make sure you aren’t neglecting some of the equally important parts of the process.

April 12, 2019

Beneficiary Designations and Your Estate Plan

power of attorney
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A family from the United Kingdom has made international news, as a result of an alleged will forgery fueled by a mother-in-law’s disdain for her daughter’s husband.

April 11, 2019

Disinheritance of Family Members

Disinheritance
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The Last Will and Testament plays an essential role in estate planning and without question everybody should have one.

April 9, 2019

When Do I Need a Revocable Trust?

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In one of the most famous pet trust cases, hotel magnate Leona Helmsley left $12 million in a trust for her dog, Trouble. The judge reduced Trouble’s inheritance to $2 million.

April 8, 2019

Should Pets Be Part of Your Estate Plan?

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After putting in several decades of hard work so you could retire comfortably, it’s finally time to pull the plug. As you begin to set your retirement dreams in motion, hold on. It’s not quite time to unwind just yet.

April 6, 2019

Are You Retiring in 2019? Here’s What You Need to Know

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Since women live approximately 4.9 more years than men, it is critical for both single and married women, regardless of age, to take estate planning seriously.

April 5, 2019

Smart Women Protect Themselves with Estate Planning

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For new parents, the need for legacy planning is especially obvious.

April 4, 2019

As a New Parent, Have You Updated (or Created) Your Estate Plan?

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You probably know about potential IRA tax traps related to withdrawals, rollovers, and estate planning that can saddle you with penalties and surprise tax bills. Did you know that the type of investments you hold could also hand you a surprise tax bill and potentially ruin your IRA status?

April 3, 2019

How Will My IRA Be Taxed?

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