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Yes, You’re Rich Enough for an Estate Plan

Yes, You’re Rich Enough for an Estate Plan

Many people believe that they’re not “rich enough” to have an estate plan, but this couldn’t be further from the truth. We believe that estate

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The Dreadful Generation-Skipping Transfer Tax Explained in Basic Terms

The Dreadful Generation-Skipping Transfer Tax Explained in Basic Terms

The estate tax is one of the most hated taxes in the U.S. tax code, especially among those who are wealthy enough to have to

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Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)

Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)

Is there a target on Nick Gordon? He might well conclude that. The erstwhile boyfriend of Bobbi Kristina Brown will likely never see the 22-year-old

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Effects of the Supreme Court’s Ruling on Same-Sex Marriage

Effects of the Supreme Court’s Ruling on Same-Sex Marriage

Last week’s historic Supreme Court decision, Obergefell v. Hodges, affirmed a constitutional right to same-sex marriage in all 50 states, opening up tax, estate planning

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Defining Your Legacy

Defining Your Legacy

Baby boomers are more concerned with funding their retirements than leaving financial inheritances to their families and charities. While this may have been initially driven

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Life Estate Can Be a Big Estate Planning Tool

Life Estate Can Be a Big Estate Planning Tool

Most people’s most important asset is their home, and protecting it is always a priority. In your retirement, though, the threat of huge, unexpected medical

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If You Don’t Make a Will, Then What?

If You Don’t Make a Will, Then What?

For example, in West Virginia, that all depends on your family situation. Here are the most typical situations and who gets what: (i) If you

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Estate Planning Options for High-Wealth Individuals

Estate Planning Options for High-Wealth Individuals

While the federal estate tax exclusion is currently larger than it has ever been at $5.43 million for individuals and $10.86 million for couples because

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Full Disclosure Estate Planning

Full Disclosure Estate Planning

For years, Patrick Severo didn’t understand why people were so reluctant to talk about estate planning. Then the 55-year-old father of three went through the

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Estate Planning for Widows

Estate Planning for Widows

Drawing up a will can be an emotionally taxing process. But it’s one that becomes especially difficult when a spouse is left to cope with

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Retirement: Are You Ready?

Retirement: Are You Ready?

Believe it or not, the last five years before you retire may be some of the most critical in retirement planning. Don’t wait until the

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What Just Happened? You Need to Consider Estate Planning

What Just Happened? You Need to Consider Estate Planning

With an estate plan, you can ensure that your loved ones are taken care of financially after your death. You can give your family peace

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