April 2, 2021 •
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In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
Read MoreMarch 24, 2021 •
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While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
Read MoreMarch 4, 2021 •
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By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.
Read MoreJanuary 29, 2021 •
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Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
Read MoreJanuary 21, 2021 •
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A majority of retirees—53%—have a last will and testament. However, most lack six other crucial legal documents.
Read MoreDecember 10, 2020 •
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One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
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 9, 2020 •
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Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.
Read MoreSeptember 30, 2020 •
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To ensure your estate is settled in the way you want, it's wise to do a bit of extra planning to keep your documents up to date.
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.
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