A Continuum in Estate Planning
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A Continuum in Estate Planning
I have a picture on my desk of my beautiful daughter at age 3 months, taken on one of the proudest days…
What is Legal Capacity?
Certain legal documents can be extremely helpful, even critical, when dealing with long-term and end-of-life care planning. However, unless a person…
Planning with Mortgaged Property
There are special considerations when clients have a mortgage or anticipates the need for a future mortgage. When dealing with residential mortgages,…
“Funding” Your Trust
For purposes of this article, assume you have made the smart choice of creating a Trust which is drafted perfectly for your…
What Happens to Debts on Death?
Hopefully, you realize debts do not just “disappear” on death. Generally, the deceased person’s debts must be paid out of their remaining…
ARE YOUR DOCUMENTS FOLLOWING THE SAME SCRIPT? BASICS OF BENEFICIARY FORMS AND ESTATE PLANNING
In the event of your untimely death, the manner in which your beneficiaries — or those people who receive your assets from…
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…
DO YOU REALLY NEED A WILL?
The short answer to this question is “yes.” Everyone who owns anything should have a will. A will puts you in charge…
3 DECIDEDLY DUMB WAYS TO LEAVE AN INHERITANCE FOR YOUR CHILDREN
Estate planning offers many ways to leave your assets to your children, but it’s just as important to know what not to do. Here…
EARLY PREDICTIONS ABOUT 2016 ESTATE TAX, GIFT TAX, GST TAX AND ANNUAL GIFT TAX LIMITS
Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation…
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