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Steps to Take When a Loved One Dies

Steps to Take When a Loved One Dies

WXYZ Detroit’s recent article, “Tips you need to know to take a loved one's estate through probate,” explains that within 42 days of the death,

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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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Plug Your Nose and Draft a Will!

Plug Your Nose and Draft a Will!

As icky as it can be to think about your own death, estate planning attorneys will tell you that it’s imperative to protect your family

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The Tax Consequences of Life Insurance Death Benefits

The Tax Consequences of Life Insurance Death Benefits

Forbes’ recent article, “Are Life Insurance Proceeds Subject to Taxes?” says that your beneficiary typically won’t be required to pay income tax on death benefits.

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“I Do” Means Sharing Financial Info Too

“I Do” Means Sharing Financial Info Too

A sound understanding of your financial status is critical to planning, budgeting and saving toward retirement. Many couples who share their lives together have no

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Roll with the Changes After a Divorce…Including Beneficiary Designations

Roll with the Changes After a Divorce…Including Beneficiary Designations

“What happens if you don’t make changes?” While you don’t plan ahead for a divorce, you should immediately take steps to ensure your interests are

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Get Rockin’ on a Solid Estate Plan

Get Rockin’ on a Solid Estate Plan

It seems pretty natural that people postpone planning their estates. After all, who wants to anticipate or dwell on his or her own demise? What’s

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Don’t Be Like Abraham Lincoln. Create a Will

Don’t Be Like Abraham Lincoln. Create a Will

What do Abe Lincoln, Bob Marley and Prince have in common?You guessed it…they all died without a will.But why?Kiplinger’s article, “4 Strategies to Avoid an

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Don’t Leave a Bundle to Your Ex

Don’t Leave a Bundle to Your Ex

Do you want your ex-spouse to inherit any part of your estate? It could happen if you initially signed up for a retirement plan or

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The Ins and Outs of Community Property

The Ins and Outs of Community Property

Many married couples living in the U.S. own assets that are deemed legally separate. This may include a business or real property purchased in one

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Tying the Knot Finances

Tying the Knot Finances

The average age of a couple getting married today is older: age 31 for a man and 29 for a woman. This often means merging

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A Look at Survivorship Life Insurance in Estate Planning

A Look at Survivorship Life Insurance in Estate Planning

The Insurance News article, "Survivorship Life Insurance Useful for Estate Planning," talks about a type of policy that really lends itself to estate planning purposes.

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