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Can You Inherit a House Mortgage?

August 25, 2022
Dealing with the loss of a loved one is never easy. When inheritances, homes, estates and mortgages are involved, tensions can run high within a family. It is easy to get lost in the paperwork and terms.
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What Is Federal Estate Tax Exemption?

August 24, 2022
The federal estate tax exemption and gift exemption is presently $12.06 million. A married couple can transfer $24.12 million to their children or loved ones free of tax with proper planning. The exemption is tied to inflation, so it will continue to rise.
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Do You Have Prenup Concerns?

August 22, 2022
Valerie Bertinelli is responding to Tom Vitale's challenge of their premarital agreement.
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Most Common Estate Planning Mistakes

August 20, 2022
Some problems can be avoided by proper planning, others by good practices during the estate administration process.
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Family Money & Parental Caregiving

August 19, 2022
Family members of all kinds have fought over money matters since time immemorial, but it may be worse for cash-strapped caregiving families. The costs of caregiving activities, including hiring aides, buying supplie, and covering medical and pharmacy copays, negatively affect family caregivers’ pocketbooks and morale.
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Do You Have a Will?

August 17, 2022
Among those who do not have an estate plan, 63% said that they have considered creating one in the past and 46% said they do not know how to start.
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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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