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Estate Planning Avoids Leaving Money to Your Ex

February 14, 2022
State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
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What Happens to Your IRA & 401(k) If Your Spouse Dies?

February 10, 2022
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago and the scheduled 50% reduction in the size of the federal estate tax exemption four years from now, has resulted in a renewed interest in estate planning for IRA and 401k accounts owned by married couples.
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When Do I Need to Review My Will?

February 8, 2022
Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.
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ESTATE PLANNING: What’s your First Step?

February 6, 2022
For young professionals finding their way in the world and just beginning the journey of building wealth, death can seem like a far-off abstraction. However, the cold reality is that no one ever knows what’s around the corner — health problems and freak accidents can happen at virtually any time.
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Is Prince’s Estate Settled Yet?

January 28, 2022
The administrators of the late musician's estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince's assets. The precise value was undisclosed, however, although it could exceed $100 million.
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Estate Planning- What a Will Can and Cannot Do

January 20, 2022
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
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How Do I Stop Heirs from Foolishly Wasting Inheritance?

August 3, 2021
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
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