August 27, 2020 •
Estate Planning ![]()
A recent study has tightened the link between dementia and a common class of drugs used to treat a variety of symptoms.
Read MoreAugust 26, 2020 •
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Having an estate plan can ensure that fiduciaries are identified to oversee and distribute your assets in the way you would have wanted. As a business owner, your ownership assets in your estate may require a more sophisticated level of planning.
Read MoreAugust 25, 2020 •
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Bitcoin has gone in value from less than one cent in 2010 to a high of $20,000 in 2017, to a value at the end of July 2020 of nearly $11,000. Now the U.S. Congress is holding hearings on the digitization of the dollar, so cryptocurrency has become an increasingly important financial tool for individuals and businesses.
Read MoreAugust 24, 2020 •
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For example, did you name someone as an heir who is no longer in favor with you or—worse yet—has died? Who should get what they would have gotten? Are there now new people in your life—be they family members or not—whom you might wish to share in what you may have?
Read MoreAugust 21, 2020 •
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If you like the way the laws are today, you need to take advantage of them now, before they are changed tomorrow. In other words, use it or lose it.
Read MoreAugust 20, 2020 •
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Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
Read MoreAugust 19, 2020 •
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If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception.
Read MoreAugust 18, 2020 •
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Immediate annuities (also known as payout or income annuities) require you to pay to an insurance company. The insurer will send you a stream of payments, starting right away.
Read MoreAugust 17, 2020 •
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Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
Read MoreAugust 14, 2020 •
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All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.
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