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Consider This Strategy to Keep Your Estate From Getting Whacked

Consider This Strategy to Keep Your Estate From Getting Whacked

When he died in 2013 at the untimely age of 51, actor James Gandolfini bequeathed a financial disaster to his heirs. Gandolfini hadn't properly prepared

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What To Do First When Inheriting

What To Do First When Inheriting

Even experienced financial advisors can get caught up in the complications of dealing with an inheritance. After receiving an inheritance from his mother that included

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Avoid Conflict When Valuing Property Partnerships

Avoid Conflict When Valuing Property Partnerships

Property partnerships end for a variety of reasons. Ideally, the ending is wanted and agreed upon, financially and emotionally enriching all parties. But when things

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Plan to Talk Estate Planning Over the Holiday Meal

Plan to Talk Estate Planning Over the Holiday Meal

With Thanksgiving and the winter holidays coming up, there are at least two prime opportunities to get families all under one roof and talking. Estate

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The Main Enemy of Estate Planning: Procrastination!

The Main Enemy of Estate Planning: Procrastination!

Talking about death can be difficult for most people. However, one thing is certain: it is going to happen, and someone else is going to

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Consider an Intrafamily Loan to go along with a Trust

Consider an Intrafamily Loan to go along with a Trust

With interest rates at historic lows—for the time being—wealthy families are turbocharging their estate-planning strategies by pairing intrafamily loans with trusts. In late 2009, a

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Help with Complex Medicaid Planning

Help with Complex Medicaid Planning

Estate planning frequently addresses property transfers in contemplation of death while elder law considers retirement income issues. While it is easy to consider the two

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Estate Planning and Your Second Marriage

Estate Planning and Your Second Marriage

Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you

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The 411 on Trusts and Trustees

The 411 on Trusts and Trustees

You don’t have to be a CEO or multimillionaire to benefit from a trust. If you have highly specific wishes on how and when you

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Three Things to Think about before Writing Your Will

Three Things to Think about before Writing Your Will

It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial

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The Latest on Mr. Cub’s Bench-Clearing Estate Brawl

The Latest on Mr. Cub’s Bench-Clearing Estate Brawl

The widow of Ernie Banks is scheduled to meet in person next month with the longtime caretaker named as the sole beneficiary in his will

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A Business Transfer Needs Planning, Just Like Your Estate

A Business Transfer Needs Planning, Just Like Your Estate

Business and asset owners (including farming operations), at some point in their career lives, must ask the eternal question, “What happens when I’m gone?” Answering

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