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How Does Portability Work in a Second Marriage Estate Plan?

September 14, 2023
The family’s attorney and family office advisors should exercise caution in a marriage in which there are children from a prior marriage or other nonstandard family situations.
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Top Five Mistakes to Avoid When Passing Wealth

September 13, 2023
What could go wrong with this transfer of generational wealth? Several things, in fact.
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Singles Need Estate Planning to Protect During Lifetime

September 12, 2023
You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.
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Estate Planning for Today’s Modern Blended Family

September 10, 2023
The modern blended family has far more needs when it comes to estate planning than a traditional family. Here are some challenges, tips and solutions.
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What Are the Consequences of Dying Intestate?

September 9, 2023
If you die intestate, this means that you died without a valid will in place.
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How Do Beneficiary Designations Work?

September 8, 2023
When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s time for a review!
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Start Planning Now for Coming Changes in Estate Tax Exemption

September 7, 2023
Clients with sufficient wealth to leave them exposed to future estate tax burdens need to understand that the time to act on the generous estate tax exemption established in 2017 by the Tax Cuts and Jobs Act is now—not when the expanded exemption sunsets the end of 2025.
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What Are The Benefits Of Creating A Life Estate?

September 6, 2023
A life estate is a form of property ownership that splits control and ownership of a property. The person who creates the life estate for their home and assets is known as the life tenant. Though the tenant retains control of the property, they share ownership during their lifetime with the remainderman, a legal term referring to the estate's heir.
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At Long Last Trial Leads to Final Decision on Aretha Franklin’s Will

September 4, 2023
History is filled with examples of celebrities who died without a will: Bob Marley, Prince, Howard Hughes, Pablo Picasso, Jimi Hendrix and even Abraham Lincoln.
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What Questions Should I Ask to Help Prepare for Aging in Place?

September 3, 2023
A report from the University of Michigan found that only 15% of seniors had given home modification much thought, but it’s a good idea for families to use this time to plan ahead for aging in place.
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