Estate planning often involves a deep dive into an individual’s finances. And many financial accounts – especially...
Estate Planning Financial Documents to Prioritize Now
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Estate Planning
Excess Exemption -Spousal Lifetime Access Trust
A Spousal Lifetime Access Trust (SLAT) is a popular type of irrevocable trust used during the estate planning process....
Estate Planning Trust Options: GRATs & SLATs
As a result of the pandemic, the global economy and US tax conditions have resulted in unprecedented estate planning...
What Estate Planning Documents Should I Have When I Retire?
"Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.”...
Estate Value Based on Stock Prices
Stocks can be passed down to beneficiaries similar to any other asset that is a part of the decedent’s estate plan....
Should I Create My Own Estate Plan?
“The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many...
Estate of Charles Schulz Still Making Money
“Is there a person on the planet who doesn't love the Peanuts characters? Snoopy, Charlie Brown, Lucy, Pigpen,...
Should I Add that to My Will?
"A last will and testament is the foundation of an estate plan, which lets you plan for your estate after you’re gone....
How to Plan for a ‘Black Sheep’ Kid in Will
“There are several myths about how estates must be distributed that can lead to lots of worry about what will happen...
Will I Get A Bill as My Inheritance?
“Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is...
Who Makes Money from Charlie and the Chocolate Factory?
“Roald Dahl has written dozens of childhood classics, from the newly remade The Witches to The BFG and Charlie and the...
What Happens If Trust Not Funded
“Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if...
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for everything you own
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