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Black and Hispanic Individuals Less Likely to Have an Estate Plan

October 8, 2024
Inadequate access to estate planning frequently prevents Black and Hispanic families from passing down wealth, which perpetuates the racial wealth gap.
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Pitfalls of DIY Real Estate Deeds

October 7, 2024
Using DIY deeds like quitclaim deeds can create more problems than they solve, from legal complications to financial penalties.
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Is It Common for Siblings to Fight Over Inheritance?

October 5, 2024
When there's bad blood over an inheritance, you can challenge the trustee—but try talking first.
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What are the Essentials of Estate Planning?

October 4, 2024
Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust.
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What’s the Primary Purpose of a Living Trust?

October 3, 2024
Having the ability to pass on an inheritance to your loved ones is a beautiful thing. It's a chance to gift those you care about and add value to their life even after you're no longer here.
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Retirement Savings Account Changes and Financial Decision

October 1, 2024
New rules promote Roth treatment of workers’ investments and ease some RMD burdens, among other things.
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Medicaid Planning: Understanding the Snapshot Date

September 30, 2024
Planning for Medicaid's snapshot date is essential to protect your financial future and ensure that you retain the maximum assets allowed.
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Another Celebrity Estate Dispute: Tony Bennett

September 29, 2024
Bennett's daughters are suing their brother over the family trust, which could have been avoided had Bennett done some things differently.
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The Importance of Estate Planning for Expecting Parents

September 27, 2024
Estate planning ensures that your children will have the future you want for them no matter what happens to you.
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Should All of My Assets Be in a Trust?

September 26, 2024
And whether your estate is a larger one or a more modest one, you may be eager to pass wealth down to your loved ones in the most efficient way possible.
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