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To paraphrase Mark Twain: reports of the death of state estate taxes are greatly exaggerated. In fact, there are recent signs that states are starting to beef up their estate tax laws, instead of tearing them down. This, of course, is bad news for wealthier Americans, who had hoped that state lawmakers would continue burying these taxes.
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The recent decline in asset values may make gifting a more attractive estate planning technique for many individuals, especially if you are considering gifts of stock or other non-cash assets.
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At the time, he had gone so far as to have his will drawn up, but he hadn’t finalized it. In addition, he hadn’t authorized anyone to have power of attorney, in case of illness.
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Not everyone can afford to hire an in-home nurse or professional caregiver. Today, there are around 45.3 million unpaid, non-professional caregivers in the United States taking care of a loved one.
Read MoreApril 30, 2020 •
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When it comes to estate planning, not having a plan is a plan. However, it is not a good one.
Read MoreApril 29, 2020 •
Estate Planning ![]()
Estate planning offers tools to establish and maintain effective control over cash, investments and real estate assets during a person's lifetime and upon death. While wills and beneficiary designations work well to ensure that an estate plan meets the unique needs of the individual establishing the plan, each has its limits.
Read MoreApril 28, 2020 •
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Amanda Bynes recently revealed that she is pregnant and now Us Weekly reports that her conservatorship may impact the custody of her baby.
Read MoreApril 27, 2020 •
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Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
Read MoreApril 24, 2020 •
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In a national telephonic press conference today by attorney Lanny Davis, a legal representative for Walt Disney’s grandson Bradford D. Lund, the announcement was made of another count added to their previously filed U.S. Civil Rights Act complaint against Superior Court Judge David J. Cowan and the entire Los Angeles County Superior Court.
Read MoreApril 23, 2020 •
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If you've heard of trust funds but don't know what they are or how they work, you're not alone. Many people know just one key fact about trust funds: they're set up by the ultra-wealthy as a way to protect passing on significant sums of money to family, friends or entities (charities, for example) after they pass away.
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