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How to Contest a Will

August 15, 2022
Being disinherited or left out of a will is the last thing you want to discover in the wake of losing a loved one. Although it can be very hurtful to not be included, the fact that a person is disinherited does not necessarily indicate foul play.
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Special Needs Planning

August 13, 2022
Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
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What Can a Trust Do for My Family?

August 12, 2022
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
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Property in Two States? Estate Debacle?

August 10, 2022
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
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What are the Current Gift Tax Limits?

August 8, 2022
In 2017, Congress doubled the exemption starting in 2018, and the amount will continue to rise with inflation through 2025. This expansion helped reduce the number of taxable estates to about 1,300 for returns filed in 2020 from about 5,200 in 2017, according to the latest IRS data.
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How Can a Senior Live Life Comfortably?

August 3, 2022
Recently, WHO revealed that the percentage of global citizens over 60 years will double from 12% to 22% between 2015 and 2050.
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Is Elder Financial Abuse Suspected?

August 1, 2022
In the wake of the coronavirus pandemic, many older adults are more socially isolated than ever—and thus more vulnerable to being financially victimized.
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What Is a Trust and How Does It Work?

July 31, 2022
Trusts are often associated with the rich. However, the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
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How Does a Trust Fund Work?

July 27, 2022
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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Can I Pay Less Taxes on My Retirement Funds?

July 23, 2022
You don't get to use all the money in your traditional 401(k) and IRA for retirement because you still have to pay taxes on it.
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