What’s Involved in the Probate Process?
October 15, 2020
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The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
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Locking in a Deceased Spouse’s Unused Federal Estate Tax Exemption
September 30, 2020
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If you have lost your spouse during this time, there are so many issues you must address–funeral arrangements, meeting with lawyers and accountants and dealing with finances. All of this comes on top of dealing with the emotional loss.
Estate Planning Needs for Every Stage
September 22, 2020
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Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
Picasso’s Sole Heir Continues to Sell Artwork
July 22, 2020
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When the Spanish painter Pablo Picasso died of a heart attack on April 8, 1973, he left behind not only a huge artistic oeuvre of 50,000 works, but enough family drama to cover several generations.
Selecting a Beneficiary for a 401(k)?
July 17, 2020
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You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The information on your 401(k) beneficiary form typically supersedes what is written in your will. Therefore, it is important to keep this form up to date for all your retirement and investment accounts.
What Must Be Done when a Loved One Dies?
July 13, 2020
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It can be hard to move through your daily life after someone you love dies. It may be even harder to embark on the complex tasks required to put their financial affairs in order. However, you can’t afford to put that off.
Five Top Reasons to Add Beneficiaries to Investment Accounts
July 9, 2020
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Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower arrangements to pick, eulogies to write and a stream of paperwork to sort through.
What Exactly Does an Executor Do?
June 18, 2020
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Whether you’re planning ahead for your own heirs or have been asked to serve as executor for someone else, it pays to understand what the role requires.
Protecting Digital Assets as Part of Your Legacy
June 17, 2020
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The world exists just as much online, as it does offline. Failing to recognize that when planning for the end of life, can lead to unexpected repercussions for survivors.
How Do I Start My Estate Plan?
May 28, 2020
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Estate planning design and implementation is not only complex but can be highly emotional. Therefore, it’s important to have a basic understanding of the estate planning process, before approaching a professional.
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