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Give Your Family a Strong Sense of Security

Give Your Family a Strong Sense of Security

 “No one wants to think about the possibility of a spouse passing away. But neglecting to prepare for that possibility makes life all the more

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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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An Unusual Clause in Robin Williams’ Trust

An Unusual Clause in Robin Williams’ Trust

Even though Robin Williams has passed away, it might still be possible to see his name, likeness or voice in movies or advertisements. However, do

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Affording Adoption with the Help of Tax Credits

Affording Adoption with the Help of Tax Credits

November is National Adoption Awareness Month. If you're considering adoption, you know that it will change your life in many ways. And you'll need to

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Review Your Old Trusts

Review Your Old Trusts

Estate laws change regularly, which means that estate planning methods that were once a great idea are no longer advisable for many people. One example

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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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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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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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