Addressing Vacation Home in Another State in Estate Planning
July 29, 2022
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So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?
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Who Should Be Your Executor?
July 27, 2022
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An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
What is Potential Impact of IRS Change Regarding RMDs?
July 26, 2022
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The IRS is weighing a change that could leave your heirs poorer than you might hope.
What Sparks the Contesting of a Will?
July 22, 2022
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Some people draft wills or trusts to ensure that the loved ones they will eventually leave behind own a piece of the properties the former will be leaving behind in case of their death.
What’s Involved with Being a Trustee?
July 20, 2022
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Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
What Is the Best Asset Protection?
July 18, 2022
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Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
Do You Want to Be an Executor?
July 15, 2022
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Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
What are the Basics of Estate Planning?
July 13, 2022
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You don’t have to be older and rich to do some estate planning.
Some Must-Have Documents are Always Needed
July 8, 2022
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Since we’re all going to die (yes, even those of us who are still in our 20s!), we might as well make things easier for the loved ones who, along with grieving our loss, will have to deal with the financial and logistical pieces of our lives.
Investing for Retirement: How Do IRAs and 401(k)s Fit into Estate Planning?
July 6, 2022
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Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
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