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Estate Planning Blog

What are the Advantages of a Business Trust?

Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
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What Is the Best Asset Protection?

Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
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How Do I Maximize My IRA?

Use these suggestions to boost the balance in your retirement nest egg.
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What Happens to Investment Accounts when Someone Dies?

What investment powers does a personal representative in a probate or a trustee in a trust administration have to manage the decedent’s assets?
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What Is Better, a Trust or a Will?

Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
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How Do I Store Estate Planning Documents?

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
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Do I Need a Generation-Skipping Trust?

Due to recent tax law changes, your family may be able to avoid adverse federal estate tax consequences when you leave assets to your adult children.
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Can My Gun Collection Be Part of Estate Plan?

Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
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Your Cryptocurrency and NFTs Need to Be Included in Your Estate Plan

Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust.
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What Happens Financially when a Spouse Dies?

When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.
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