Category: Family Estate Planning
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable...
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If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable...
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You might think that only the super-wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even...
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Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for...
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Despite the fact that it happens to every single one of us and is every bit as natural as birth, very few among us are properly prepared for death—whether...
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With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people get...
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If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it...
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When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something...
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Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a...
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If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally documenting both long...
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