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ARE PAY ON DEATH ACCOUNTS RIGHT FOR YOU?
A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of probate, the…
ARE PAY ON DEATH ACCOUNTS RIGHT FOR YOU?
A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of probate, the…
ORGANIZING FOR TAX (AND ESTATE PLANNING) SEASON
It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner….
DEBT AFTER DEATH: WHY YOU SHOULD THINK ABOUT IT WHEN PLANNING YOUR WILL
If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money…
DEBT AFTER DEATH: WHY YOU SHOULD THINK ABOUT IT WHEN ESTATE PLANNING
If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money…
THERE’S NEVER A BETTER TIME THAN NOW TO GET YOUR AFFAIRS IN ORDER
The idea of getting your financial and legal house in order is likely the last thing on your mind during the busy…
FOUR REASONS WHY ESTATE PLANNING ISN’T JUST FOR THE WEALTHY
Estate planning is not only for the ultra-rich. Recent polls conducted by AARP, Gallup and Caring, conclude similarly that more than half…
IRAS, ANNUITIES AND GUARDIANSHIP: PROVIDING FOR YOUR MINOR CHILDREN AFTER YOU DIE
Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make regarding your estate planning….
HOW A LIVING TRUST HELPS YOUR FAMILY
There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create…
STEPS TO TAKE AFTER THE DEATH OF A SPOUSE
There are many immediate tasks at hand after the loss of a spouse such as notifying their friends, family, and colleagues, making…
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