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Marriott Hotel Heir Cut Out of Will Because He Divorced

Marriott Hotel Heir Cut Out of Will Because He Divorced

John Marriott III said that his father, Bill Marriott, forced him out of the hotel empire and then cut him out of the family’s $3

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Roy Orbison’s Sons Sue to Use his Likeness in Hologram Concert

Roy Orbison’s Sons Sue to Use his Likeness in Hologram Concert

Roy Orbison's sons alleged that their former business partner is interfering with their new deal for an Orbison hologram tour. The Hollywood Reporter reports in

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Can You Retire When You Want?

Can You Retire When You Want?

You may be frugal and in your 50s. You’re ready to retire. You think you’re ready to stop working now and want to make your

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David Cassidy’s Will Cut out Daughter Katie

David Cassidy’s Will Cut out Daughter Katie

1970’s rock star David Cassidy cut his actress daughter out of his will years before he died. He directed that Katie, 31, whose mother was

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How Do I Move Funds From a Traditional IRA into an HSA?

How Do I Move Funds From a Traditional IRA into an HSA?

If you’re now on Medicare but had opened a health savings account (HSA) when still working and were covered by a high-deductible health insurance policy,

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Estate Planning Also Deals with When You’re Living

Estate Planning Also Deals with When You’re Living

A single man in his mid-40s with no real family may not understand why it’s important for him to do some estate planning. Hometown Life,

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Baby Boomer Parents May Not be Leaving You a Bundle

Baby Boomer Parents May Not be Leaving You a Bundle

Surprise! Leaving behind a pile of cash for heirs isn't a top priority for most baby boomers.

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What’s the Difference Between “Legacy Planning” and Estate Planning”?

What’s the Difference Between “Legacy Planning” and Estate Planning”?

Unfortunately, legal terms and financial terms can be confusing. The term “legacy” has a specific technical definition—a gift or bequest made under a last will

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What Happens to My Debt When I Die?

A retirement plan isn’t set without some thought and planning on how to transfer any unspent assets to people we’d like to benefit after we

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A Few Tips on Retirement Planning

A Few Tips on Retirement Planning

The Motley Fool recent published an article, “3 Things Every Good Retirement Plan Includes,” which can really help your retirement planning. Tax planning. Attaining your

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Compliance Deadline for New Fiduciary Rule Delayed

Compliance Deadline for New Fiduciary Rule Delayed

Financial advisers now have until July 2019 to fully comply with the new fiduciary rule. This requires advisers to recommend investments best for their clients,

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How to Spend Down to Qualify for Medicaid

How to Spend Down to Qualify for Medicaid

A recent nj.com article, “Spending assets before Medicaid kicks in,” considers the consequences of long-term care. Without long-term care insurance, in addition to potentially depleting

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