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Estate Planning is a Process, Not a One-Time Event

Estate Planning is a Process, Not a One-Time Event

Estate planning requires clients to prepare for a future they won’t be here to see. That idea can be disconcerting, so it’s no surprise that

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The Latest on Mr. Cub’s Bench-Clearing Estate Brawl

The Latest on Mr. Cub’s Bench-Clearing Estate Brawl

The widow of Ernie Banks is scheduled to meet in person next month with the longtime caretaker named as the sole beneficiary in his will

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The Importance of Keeping Beneficiary Designations Up-To-Date

The Importance of Keeping Beneficiary Designations Up-To-Date

Life insurance policies and retirement plans are key components of most estate plans today. In many cases, they represent the majority of assets in an

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Estate Planning and Bitcoins

Estate Planning and Bitcoins

Some people treat Bitcoins like currency and spend them as such. However, planning for an estate that contains Bitcoins is different than planning for an

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Psychiatrist Alleged to Have Seduced Patient for an Estate

Psychiatrist Alleged to Have Seduced Patient for an Estate

Allegations of undue influence in estates normally involve an elderly person who is alleged to have been wrongly influenced by a caretaker into leaving an

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Frequent Flier Miles and Your Estate

Frequent Flier Miles and Your Estate

If you are a member of an airline rewards program, take a look at the fine print of the program’s terms and conditions. You will

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“Unreasonable” Disinheritance Overturned

“Unreasonable” Disinheritance Overturned

The normal rule is that a person can do whatever he or she wishes with an estate plan, as long as a few basic principles

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Helping a Loved with Alzheimer’s Disease

Helping a Loved with Alzheimer’s Disease

It’s important to plan for the future. This is especially true for families who have a loved one with Alzheimer’s disease or another form of

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A Business Transfer Needs Planning, Just Like Your Estate

A Business Transfer Needs Planning, Just Like Your Estate

Business and asset owners (including farming operations), at some point in their career lives, must ask the eternal question, “What happens when I’m gone?” Answering

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How to Start Talking to Your Parents about Finances

How to Start Talking to Your Parents about Finances

Addressing your aging parents’ finances is not easy. Several years ago, when Gwen’s mom started showing signs of memory loss, she had conversations with her

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New Details on the Estate Tax Change Discussion

New Details on the Estate Tax Change Discussion

The estate tax draws heated debate between advocates and opponents, with some referring to the levy as a “death tax,” while others argue that the

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Two Documents that Can Help Convey Your Final Wishes

Two Documents that Can Help Convey Your Final Wishes

Several years ago, a man passed away and left everything to the stepmother of his children. The children were not nearly as concerned about the

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