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Are You Up for the Big Job of Being an Executor?

Are You Up for the Big Job of Being an Executor?

Being named an executor of a will is a big responsibility. However, most individuals selected know nothing about what they need to do in the

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Do Your Homework Before You Make Charitable Contributions

Do Your Homework Before You Make Charitable Contributions

Sometimes when you hear words like "childhood disease" or "natural disaster," it's difficult to say no to a donation request. But Kiplinger's recent article, "How

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Win-Win With Charitable Trusts

Win-Win With Charitable Trusts

If you have several substantial bequests to charities in your will, this Kiplinger's article asks if it would be better to see the charity use

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Special Needs Trusts Available to Everyone Who Needs One

Special Needs Trusts Available to Everyone Who Needs One

A child who suffers the onset of severe epilepsy and developmental regression may require lifelong special needs. This calls for a redrafting of a basic

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Make Certain Your Dynasty Succeeds After You’re No Longer in Power

Make Certain Your Dynasty Succeeds After You’re No Longer in Power

The Yakima Herald article, "Passing the baton: 6 challenges for family business succession," says that maybe one reason family dynasties are of interest is that

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Original Hawaii 5-0 Star Still Giving Back to Hawaii Long after his Final Aloha

Original Hawaii 5-0 Star Still Giving Back to Hawaii Long after his Final Aloha

A family will gather at the bedside of a dying mother. They'll share memories, celebrate her life, and say good-bye.A middle-aged woman who was blinded

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Hey, Do You Want to be Executor of My Estate?

Hey, Do You Want to be Executor of My Estate?

If you and your spouse have no children, are retired and have a sizable estate, MarketWatch asks whether it is okay to use an attorney

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Don’t Add to Your Family’s Stress If You Die Young

Don’t Add to Your Family’s Stress If You Die Young

Raising the topic of your own death with your parents, siblings, or partner may sound silly if you're in your 20s or 30s, particularly if

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Take Life’s Transitions Seriously

Take Life’s Transitions Seriously

Many folks take on estate and financial planning in a piecemeal manner. It's something they visit every now and then. Maybe they speak with an

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A 529 Plan is a No Brainer

A 529 Plan is a No Brainer

Tackling college debt is bad enough without not knowing one of the best collegiate funding revenue generators available: the college 529 plan. A new report

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Making it Easier to Let Go of Valuable Art

Making it Easier to Let Go of Valuable Art

What if it's time to arrange your affairs, but you're not quite ready to part with your art collection? You can part with your art

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Social Security Benefit Essentials

Social Security Benefit Essentials

For many Americans, Social Security benefits are the basis of their retirement income. If that's the case, then maximizing those benefits is critical. Kiplinger's "10

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