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Great Info on GRATs

Great Info on GRATs

A GRAT is a trust that is typically created by a grantor who transfers assets, like stock or closely-held business interests, to the GRAT for

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Saying “I Do” Again in Your Golden Years

Saying “I Do” Again in Your Golden Years

A late-in-life remarriage can get extremely complicated, says New Hampshire Magazine in “Navigating Late-Life Remarriage.” This is especially true if you don’t know your legal

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Pennsylvania Woman Left with Nothing from Lover’s Estate

Pennsylvania Woman Left with Nothing from Lover’s Estate

A Pennsylvania woman won’t get a dime from the estate of her long-time lover. That’s because he didn't name her in his will, says the

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A Sound Succession Plan is an Integral Component of a Complete Estate Plan

A Sound Succession Plan is an Integral Component of a Complete Estate Plan

Many entrepreneurs have their noses to the grindstone and a laser focus on growing their companies. While they’re working hard at it, they can fail

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Blended Family Estate Planning

Blended Family Estate Planning

The best time to start estate planning is now—before the plan needs to be implemented, says The Fairfield Bay News in “Estate Planning Tips for

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Create an Estate Plan without the Potential for Family Fighting

Create an Estate Plan without the Potential for Family Fighting

It’s not uncommon for parents to be mediators between their children. But after they pass away, siblings can battle more frequently and more aggressively. The

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Old Law Plays Role in Tennessee Will Contest

Old Law Plays Role in Tennessee Will Contest

“It's stopped the five adopted children of the late Astec Industries CEO J. Don Brock from contesting their father's estate twice now—a 110-year legal decision

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Surprise Your Heirs with the Perfect Estate Plan

Surprise Your Heirs with the Perfect Estate Plan

“You may have created the perfect estate plan, but your heirs can easily end up in conflict and your estate in dispute–especially if the provisions

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Report on Billionaires Shows Next Gen Have Different Plans for Inheritance

Report on Billionaires Shows Next Gen Have Different Plans for Inheritance

A recent Billionaires Report by UBS and PwC shows that the unprecedented wealth creation that has occurred in the past 20 years is going to

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What if You Die Intestate?

What if You Die Intestate?

If your parents don’t have wills, how do you convince them that they need them? Education is key, says NJ 101.5 in “Talking to your

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Some Trustworthy Incentive Trust Information

Some Trustworthy Incentive Trust Information

What if you have adult children that are—to put it kindly—financial disasters? What can a parent put in place so these adult children comply with

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Is a Living Trust Right for You?

Is a Living Trust Right for You?

A living trust is a legal document that holds title to your assets for your benefit (and likely with you as the trustee) while you're

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