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Estate Planning Lessons from Your Friends on “Downton Abbey”

Estate Planning Lessons from Your Friends on “Downton Abbey”

This isn't a joke. The viewers of this high-end PBS costume drama, which takes place about a century ago, could very likely be your clients'

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Securing Your Children’s Future

Securing Your Children’s Future

As a parent, you're always thinking about what's best for your children. But have you thought about what might happen if you're no longer around?

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Key Documents Are Essential before Signs of Dementia

Key Documents Are Essential before Signs of Dementia

In the beginning stages of dementia, someone who handles the family finances forgetting to pay bills is just one common warning sign. The spouse doesn’t

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Thought about Dying Lately?

Thought about Dying Lately?

Most of us don't. However, if a close friend suddenly passes away, this shocking and unexpected event might make you think about death and how

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The Estate of Mr. Cub Already in Foul Territory

The Estate of Mr. Cub Already in Foul Territory

Widely beloved in Chicago and the baseball world, Ernie Banks — a/k/a Mr. Cub — rose from humble beginnings.  He began his career earning seven

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Brando “Coulda Been a Contenda” in Estate Planning

Brando “Coulda Been a Contenda” in Estate Planning

Unquestionably, Marlon Brando was one of the leading actors of the 20th century. The well-known Godfather was always in firm control … until it came

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Dispute over Doctor’s Multimillion Dollar Estate Headed for Trial

Dispute over Doctor’s Multimillion Dollar Estate Headed for Trial

The fight over the multimillion-dollar estate of renowned plastic surgeon and burn treatment pioneer Richard Grossman, who died last March at age 81, is headed

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Other than That, Mrs. Lincoln, How’s Your Estate Planning?

Other than That, Mrs. Lincoln, How’s Your Estate Planning?

It might sound like a stretch to take personal finance lessons from a first lady who lived 150 years ago. But the financial aspects of

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Helping Your Folks with Their Finances

Helping Your Folks with Their Finances

No matter how old you are, you're still your parents' child. Someday, however, they may need to rely on you for help when it comes

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How’s That New Year’s Resolution Coming to Organize Your Finances?

How’s That New Year’s Resolution Coming to Organize Your Finances?

Gaining control over our finances is usually at or near the top of all New Year’s resolutions.  What many people don’t realize, though, is that

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Estate Planning and Blended Families

Estate Planning and Blended Families

An important issue in dealing with wealth transfer for blended families is how the assets flow to the surviving spouse and family members or after

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Family Feuding over Robin Williams’ Estate

Family Feuding over Robin Williams’ Estate

There doesn’t appear to be much doubt that Robin Williams conveyed his estate plans to his family in the years before his tragic suicide last

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