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Newly Discovered Cash in Estate Must be Reported…or Else

Newly Discovered Cash in Estate Must be Reported…or Else

If you find your late mom’s safe had $100,000 but never added it to her assets, you need to report it, no matter how tempting

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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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Financial Tips for After the Split

Financial Tips for After the Split

Divorce can take a toll financially on both spouses, with this immediate financial burden resulting directly from the separation of the household. When a couple

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A Life Change Means It’s Time for an Estate Planning Review

A Life Change Means It’s Time for an Estate Planning Review

“Having an estate plan doesn’t mean that the job of protecting your family’s future (and present) ends.” If you have an estate plan in place,

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Does a New Bundle of Joy Mean a New Bundle of Estate Planning?

Does a New Bundle of Joy Mean a New Bundle of Estate Planning?

“Will another baby affect your current will?” If you have a new baby and you already had estate planning documents completed when your first child

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Stone Temple Pilots Frontman’s Estate at Center of Will Contest

Stone Temple Pilots Frontman’s Estate at Center of Will Contest

“I love and miss him more than words could ever say.” In a career of nearly thirty years, Scott Weiland was best known as the

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How Do I Leave my Social Media Account in My Will?

How Do I Leave my Social Media Account in My Will?

“You have to plan ahead… As more wealth moves into the cloud, good luck tracking this stuff.” Andrew Magliochetti always feared dying without an estate

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Give Your Family a Strong Sense of Security

Give Your Family a Strong Sense of Security

“No one wants to think about the possibility of a spouse passing away. But neglecting to prepare for that possibility makes life all the more

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What To Do First When Inheriting

What To Do First When Inheriting

Even experienced financial advisors can get caught up in the complications of dealing with an inheritance. After receiving an inheritance from his mother that included

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Plan to Talk Estate Planning Over the Holiday Meal

Plan to Talk Estate Planning Over the Holiday Meal

With Thanksgiving and the winter holidays coming up, there are at least two prime opportunities to get families all under one roof and talking. Estate

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Estate Planning and Your Second Marriage

Estate Planning and Your Second Marriage

Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you

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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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