October 23, 2020 •
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Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.
Read MoreOctober 22, 2020 •
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It’s difficult to go a few hours without interacting with a digital account. Whether that is email, online banking or social media, many daily tasks involve digital informational storage.
Read MoreOctober 21, 2020 •
Estate Planning ![]()
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
Read MoreOctober 20, 2020 •
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Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.
Read MoreOctober 19, 2020 •
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The Netherlands, as it happens, ranks tops in long-term care provision among developed countries — if your metric is total spending level, where it ranks first at 3.7% of GDP or projected future spending, or total projected spending in 2070, where it comes out at 6% of GDP, second only to Norway (7.1%).
Read MoreOctober 16, 2020 •
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Federal estate, gift and GST tax exemptions are currently at historic highs ($11.58 million per individual in 2020). These higher exemptions are scheduled to return to $5 million, adjusted for inflation, after December 31, 2025, but they could be reduced before then, as a result of political or policy changes.
Read MoreOctober 15, 2020 •
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In tough economic times, people are sometimes left scrambling for cash to meet everyday expenses and lifestyle demands. Your life insurance policy is a possible source of funds – but should you tap into it?
Read MoreOctober 14, 2020 •
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The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
Read MoreOctober 13, 2020 •
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Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
Read MoreOctober 12, 2020 •
Estate Planning ![]()
September is the most common birth month of the year. It's also a good time for new parents to think about the financial side of their parental responsibilities.
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