“When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better
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Myths of the Midlife Marriage
There are numerous money myths that you’ll hear when you consider getting married at midlife, particularly if your spouse-to-be has children from a first marriage.
A Few Items to Consider in Your Estate Planning
If you have an estate with any real assets, you should carefully weigh the risks of failing to make proper estate plans. This is the
The Worst Estate Planning Mistakes by Celebs in 2016
A wealthmanagement.com article, “Top Four Estate Disputes of 2016,” gives us a sampling of some of the major estate planning issues among the recently passed
Farm and Ranch Families May Get Help with New Legislation
Proposed estate tax repeal legislation has been introduced in Congress that would assist farm and ranch families with the challenges of passing their family businesses
The Time for Estate Planning is now
The (Dodge City, KS) High Plains Journal, in “Estate planning is for everyone,” notes that people spend a lifetime working and building an estate to
It’s Okay, an Intentionally Defective Grantor Trust is Legal
Don’t worry; this is a totally legal and valid trust. The “defective” part only describes the fact that it’s not valid for income tax shifting
Mary Tyler Moore’s Money Savvy Results in Big Contributions to Her Favorite Charities
When actress Mary Tyler Moore was told she had diabetes, her doctors gave her a 50-50 shot at living another 35 years. A recent Trust
No Estate Planning Means Prince’s Estate Hit with 50% Tax
Prince’s estate has just a few days left to file an estate tax payment, and the taxes are expected to ultimately take nearly half the
Estate Planning for Those Who Will Live to Be Over 100
With advances in medical technology, it’s increasingly possible to live a long and active life. Experts in longevity planning use advanced medical testing to create
Texas Case of No-Contest Will Provision Headed to State Supreme Court
In 2015, a beneficiary sued the testamentary trustees and executors of a Texas estate for breach of fiduciary duty and also sought an accounting, temporary
If it is So Important, Why Doesn’t Everyone Make a Will?
No one likes to plan for his or her death, but it’ll happen to all of us, says The Reading Eagle Business Weekly in the