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What’s So Bad about Cancelling Irrevocable Trust?

October 12, 2023
Before pulling the plug on an irrevocable trust, it’s important to consider several factors like the potential tax consequences and possible alternative solutions.
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What’s the Best Way to Sell an Inherited Estate to an Heir?

October 11, 2023
We have a situation where both of my in-laws passed away in the last several years. My wife was the daughter and she and her brother are the executors to the last of my in-laws to pass away.
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How can Families Minimize or Avoid Estate Taxes?

October 10, 2023
An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires.
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Can I Buy a House with My Able Account Money?

October 9, 2023
Saving for homeownership as a person with a disability can be challenging. Many disabled individuals receive benefits, such as Supplemental Security Income, that limit how much money recipients can have in savings.
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How to Plan Ahead in Case a Loved One Has Dementia

October 8, 2023
The sooner someone facing a dementia diagnosis begins plans for their future care and financial decisions, the better it will be for those they love, experts say.
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What to Do Upon Death of a Spouse

October 7, 2023
As the surviving spouse, you'll need to consider housing options, like whether to sell or keep the home, or downsize.
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Minimize Family Feuds about Your Inheritance

October 6, 2023
The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members.
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What are the Different Types of Trusts?

October 5, 2023
While a simple living revocable trust often meets the needs of many individuals, some require more specialized trusts to achieve their goals.
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Which Is the Best Way to Transfer Wealth, Trusts or Wills?

October 4, 2023
Take the squabbling between siblings you've had to endure and referee as a parent. Now multiply it times age and money. That might give you some idea of the need to make your final wishes clear when the time comes to divvy up your assets.
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Plan for Expiration of Tax Cuts and Jobs Act

October 3, 2023
This sunsetting creates a big imperative for business owners to take a closer look at tax planning, and not treat a grim fiscal inevitability like another unfortunate surprise.
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