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Estate Planning Advice for Your Second (or Third) Marriage

Estate Planning Advice for Your Second (or Third) Marriage

If you’re anything like the typical person contemplating a second (or third) marriage, you are older, have children, have accumulated property, and have been enjoying

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Twisted Sister Drummer’s Estate Planning Didn’t Rock

Twisted Sister Drummer’s Estate Planning Didn’t Rock

When Twisted Sister drummer AJ Pero died on March 20, it caught his fans and bandmates by surprise — and Pero’s own lack of estate

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Baby Boomers Need to Remember Estate Planning with Their Retirement Planning

Baby Boomers Need to Remember Estate Planning with Their Retirement Planning

Many Baby Boomers are neglecting a key part of their retirement plans — creating an estate plan. And while death is not a pleasant thing

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Two Major Mistakes in Estate Planning

Two Major Mistakes in Estate Planning

You're probably well aware of the need to orient your investments toward retirement, but you might be less aware of the need for an estate

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Thinking about Estate Planning or Actually Planning for It?

Thinking about Estate Planning or Actually Planning for It?

Chances are you’ve spent plenty of your free time thinking about the money you’ll have available at retirement. But what have you done to plan

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Estate Planning after a Divorce

Estate Planning after a Divorce

If you're in the process of getting a divorce, money issues are likely to be a key point of discussion. Whether you're the spouse of

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Why Estate Planning Is Important

Why Estate Planning Is Important

Do you want to be able to provide for your family after you are gone? If so, you should begin estate planning now so you

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Estate Planning Lessons from Your Friends on “Downton Abbey”

Estate Planning Lessons from Your Friends on “Downton Abbey”

This isn't a joke. The viewers of this high-end PBS costume drama, which takes place about a century ago, could very likely be your clients'

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Estate Planning for Digital Assets

Estate Planning for Digital Assets

What happens to your online accounts after you die? It’s an important question many people avoid. California Assembly member Ian Calderon recently introduced AB 691

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Brando “Coulda Been a Contenda” in Estate Planning

Brando “Coulda Been a Contenda” in Estate Planning

Unquestionably, Marlon Brando was one of the leading actors of the 20th century. The well-known Godfather was always in firm control … until it came

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Divorce Planning and Estate Planning

Divorce Planning and Estate Planning

If you have just gotten divorced, you may be focused on getting on with your life. But make sure you also have updated the financial

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Other than That, Mrs. Lincoln, How’s Your Estate Planning?

Other than That, Mrs. Lincoln, How’s Your Estate Planning?

It might sound like a stretch to take personal finance lessons from a first lady who lived 150 years ago. But the financial aspects of

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