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Estate Planning Ideas to Help Business Succession

Estate Planning Ideas to Help Business Succession

The Huffington Post says in “5 Things Estate Planning Can Do for You and Your Business,” that co-owners, family members, and ex-spouses can suddenly come

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How Does Dad’s Second Marriage Affect a Kid’s Share of the Estate?

How Does Dad’s Second Marriage Affect a Kid’s Share of the Estate?

New Jersey 101.5’s, “What to know about a second marriage and an inheritance,” discusses what children can expect when a father passes away when married

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Too Poor for Estate Planning? No Such Thing!

Too Poor for Estate Planning? No Such Thing!

If you have completed your estate planning, when was that? Where are the documents? Does your family know where they are located? Estate Planning needs

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Plan on Keeping the Peace Through Wise Estate Planning

Plan on Keeping the Peace Through Wise Estate Planning

Family relationships can change over the years, and when finances are mixed in, particularly estate planning, you need to strategize ahead of time. That’s what

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Let Me Ask You a Few Questions about Estate Planning

Let Me Ask You a Few Questions about Estate Planning

A will gives instructions about distributing your property after death, and living trusts are typically revocable—they can be changed along the way, and they are

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Life Insurance Needs to Roll with the Changes

Life Insurance Needs to Roll with the Changes

As we travel through the phases of our financial life, our needs change. The New York Daily News article, “3 ways to choose the right

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Succession Planning for your Family-Owned Business

Succession Planning for your Family-Owned Business

You’ve built and own a successful business. But the Smart Business article, “Five things you should know about estate planning for a family-owned business,” asks

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Middle-Class African Americans are Optimistic but Face Investing Challenges

Middle-Class African Americans are Optimistic but Face Investing Challenges

Money’s article, “The Hidden Retirement Crisis,” says that middle-class African Americans are more optimistic about the state of the U.S. economy and are more likely

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What Do I Do with an Inherited IRA?

What Do I Do with an Inherited IRA?

First determine what type of plan is being inherited and what type of beneficiary you are, and then do your research. For this discussion, let’s

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Why the Wealthy Don’t Carry Through with Their Estate Planning

Why the Wealthy Don’t Carry Through with Their Estate Planning

Once a trusts and estates lawyer has designed and discussed a client’s estate plan, the next step is to implement it. Drafting the documents, creating

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Think of an Estate Plan as Added Protection for Your Family

Think of an Estate Plan as Added Protection for Your Family

Estate planning is the way to determine what happens to you and your property when you can no longer make decisions due to incapacity or

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How Much Inheritance Tax Did Grandma Leave Me to Pay?

How Much Inheritance Tax Did Grandma Leave Me to Pay?

Grandma just died without a will, and her husband, children, and siblings have all died. The remaining relatives need to consider not only the inheritance

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