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Curated a Collection? You Need an Estate Plan for It

October 30, 2024
So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it's not going to drink itself.
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End-of-Year Estate Planning Preparations Start Now

October 29, 2024
The year-end 2024 crunch is coming. What should you consider and do now? Many things are happening that affect your estate planning, and you need to evaluate it.
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Family Wealth Discussions: How to Talk about Money with Loved

October 27, 2024
Family wealth discussions are never easy. Nonetheless, it’s necessary to talk about money with loved ones. Use the right approach to stay on the same page and avoid miscommunication.
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Michael Jackson’s Estate Continues to Unwind

October 26, 2024
When Michael Jackson died in 2009, he left a complicated legacy. However, one thing remains true: The King of Pop's music still generates millions of dollars every year.
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Charitable Giving Trusts Protect Assets and Create a Legacy

October 25, 2024
When he died in 2013 at the untimely age of 51 from sudden cardiac arrest, Gandolfini bequeathed a disaster to his heirs.
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Guarding Women's Wealth with Estate Planning

October 23, 2024
Active wealth and estate planning strategies are essential for senior women to safeguard their financial future from challenges related to longer lifespans and income and career gaps.
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When Should I Start Doing Estate and Tax Planning?

October 22, 2024
Estate planning helps ensure that your assets will be managed and distributed according to your wishes, regardless of your financial situation.
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Protecting Assets from Nursing Home Costs

October 21, 2024
Plan ahead to protect your assets from nursing home costs and preserve your legacy for your loved ones.
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Can an Irrevocable Trust Be Changed?

October 17, 2024
Contrary to popular belief, irrevocable trust terms can be changed and modernized if handled properly. While not without limits, you can modernize the terms of an irrevocable trust.
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What Bruce Willis' Dementia Diagnosis Teaches Caregivers

October 16, 2024
A head start on estate planning can help you prepare for risks, like dementia. By documenting your legal and financial wishes early, you can safeguard your wishes and provide clarity to loved ones.
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