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It’s Time for a Midyear Checkup—Financially Speaking

It’s Time for a Midyear Checkup—Financially Speaking

Over a third of Americans thought about a financial resolution this year, according to a Fidelity Investments survey. Their top goals were to save more,

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Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan

Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan

A major challenge for those walking down the aisle again is how to reconcile preserving assets for children from a prior marriage and still taking

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Do Some Simple Planning with College-Bound Children to Sleep Better at Night

Do Some Simple Planning with College-Bound Children to Sleep Better at Night

Your kid’s now an adult, ready to head to college and start a new adventure. But businessinsavannah.com’s article, “College-bound children need critical financial, health documents,”

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Why Do I Need a Trust?

Why Do I Need a Trust?

The estate and gift tax elements of the American Taxpayer Relief Act extended the favorable rules that were previously in place. The $5 million exemption,

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Do You Have a Powerful Power of Attorney?

Do You Have a Powerful Power of Attorney?

In some circumstances, no legal document is more critical than a power of attorney, and it’s one that is full of potential pitfalls.This form gives

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Win-Win With Charitable Trusts

Win-Win With Charitable Trusts

If you have several substantial bequests to charities in your will, this Kiplinger's article asks if it would be better to see the charity use

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Persistent Problems with Powers of Attorney

Persistent Problems with Powers of Attorney

Your parents or other relatives signed a durable power of attorney, which lets you handle their finances in the event they become incapacitated.However, The New

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The Power of Powers of Attorney

The Power of Powers of Attorney

Retirement means making decisions on housing, income, investments, health care and estate planning—many of which can be emotional and may require major life changes. The

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Yes, We Know: Prince Didn’t Have a Will

Yes, We Know: Prince Didn’t Have a Will

By now you've seen and heard the news of the musician's sudden death. You also now are aware that the Minnesotan failed to take time

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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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