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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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New Details on the Estate Tax Change Discussion

New Details on the Estate Tax Change Discussion

The estate tax draws heated debate between advocates and opponents, with some referring to the levy as a "death tax," while others argue that the

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Two Documents that Can Help Convey Your Final Wishes

Two Documents that Can Help Convey Your Final Wishes

Several years ago, a man passed away and left everything to the stepmother of his children. The children were not nearly as concerned about the

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Check with Your Estate Planning Attorney about New Laws Now in Effect

Check with Your Estate Planning Attorney about New Laws Now in Effect

Determining a process for passing assets on to heirs is an integral part of the estate planning process. But it's not always easy to determine

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Should I have a TOD (Transfer on Death) for my Brokerage Account?

Should I have a TOD (Transfer on Death) for my Brokerage Account?

Life insurance, IRAs, 401(k) plans and other retirement accounts pass directly to the beneficiaries you designate outside of your will. Brokerage accounts, on the other

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Late NBA Owner’s Estate Owes Taxes, IRS Says

Late NBA Owner’s Estate Owes Taxes, IRS Says

In a ginormous estate tax battle denouement, the Internal Revenue Service just won $388 million in a settlement with the estate of Detroit Pistons owner

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Avoid These Big Estate Planning Mistakes

Avoid These Big Estate Planning Mistakes

Good luck to your loved ones when you die, because you are going about your estate planning all wrong. According to a recent study from

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Yes, You’re Rich Enough for an Estate Plan

Yes, You’re Rich Enough for an Estate Plan

Many people believe that they're not "rich enough" to have an estate plan, but this couldn't be further from the truth. We believe that estate

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Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)

Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)

Is there a target on Nick Gordon? He might well conclude that. The erstwhile boyfriend of Bobbi Kristina Brown will likely never see the 22-year-old

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Is a Reverse Mortgage the Way to Go?

Is a Reverse Mortgage the Way to Go?

Homeowners age 62 and older may be tempted by the offers for reverse mortgages as a solution to the financial stresses.  The celebrity spokespeople seem

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Defining Your Legacy

Defining Your Legacy

Baby boomers are more concerned with funding their retirements than leaving financial inheritances to their families and charities.  While this may have been initially driven

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No Estate Plan is a Plan Written by the State

No Estate Plan is a Plan Written by the State

Most summer plans do not include drafting a will and testament. Mowing a lawn choked with weeds and overgrown with grass is more likely to

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