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How to Avoid a Will Challenge

How to Avoid a Will Challenge

The Northwest Indiana Times says in its recent article, “Choosing an executor,” that will challenges are pretty rare. A successful contest can stem from an

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It’s Okay, an Intentionally Defective Grantor Trust is Legal

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

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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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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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Create a ‘Bulletproof’ Will

Create a ‘Bulletproof’ Will

With people living longer, things can be messier. There’s more time for a second marriage, more time for assets to accumulate, and more time for

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How to Solve the Issue of Passing Your House to Your Heirs

How to Solve the Issue of Passing Your House to Your Heirs

No one likes to think about passing away, but when you do, you're going to leave stuff behind. If you're leaving behind modest assets, then

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Rolling Stone Jagger Needs Estate Planning for Expected Arrival

Rolling Stone Jagger Needs Estate Planning for Expected Arrival

When Rolling Stone Mick Jagger isn't on stage later this year, he'll probably be at home changing diapers at age 72. Mick is awaiting the

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Six Titles Not in the Prince Songbook: Estate Planning Documents

Six Titles Not in the Prince Songbook: Estate Planning Documents

Forbes' article, "Prince and Estate Planning: What We Can Learn from the Late Musician's Financial Picture," reminds us that you don't have to be a

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What is Michael Jackson Worth Today? It Depends Who You Ask

What is Michael Jackson Worth Today? It Depends Who You Ask

Since his death in 2009 at age 50, Jackson has experienced a commercial rebirth—thanks to the sharp executors who have managed his assets. The documentary

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Too Poor for Estate Planning? No Such Thing!

Too Poor for Estate Planning? No Such Thing!

If you have completed your estate planning, when was that? Where are the documents? Does your family know where they are located? Estate Planning needs

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Let Me Ask You a Few Questions about Estate Planning

Let Me Ask You a Few Questions about Estate Planning

A will gives instructions about distributing your property after death, and living trusts are typically revocable—they can be changed along the way, and they are

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Succession Planning for your Family-Owned Business

Succession Planning for your Family-Owned Business

You've built and own a successful business. But the Smart Business article, "Five things you should know about estate planning for a family-owned business," asks

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