Latest
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Someone Needs to Know Where Your Money Is
personal finance Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
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Estate Planning During a Pandemic – Quit Stalling
estate planning The COVID-19 pandemic isn’t going away anytime soon. This global health crisis has proved especially dangerous for older Americans, a stark reminder to ensure your affairs are in order. Here is an overview of what you need to cover.
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What to Do When You’re the Executor
Financial Planning You’ll likely need professional help, including an attorney with estate-planning experience, a tax pro and a financial adviser.
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Estate Planning for Pets: How to Protect Your Furry Friends
estate planning Where would your pets go if something happened to you? Who would take care of them, and how would their costs be covered? A pet trust could be the answer.
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Oh Unlucky Heirs with Tim Steffen
Financial Planning Just because you’re in the will doesn’t mean you’re sitting pretty. Also: Does October deserve its scary reputation for stocks?
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Smart Gifting Using Retirement Assets
estate planning Before you think about donating to charity, consider the source. Should you gift money from your stock portfolio or your traditional IRA or 401(k)? Which account you choose, and how you decide to give, could make a big difference.
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A Smart Option for Transferring Wealth Through Generations: The Dynasty Trust
estate planning If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.
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What a Beneficiary Controlled Trust Can Do to Protect Your Legacy After You Are Gone
estate planning Life is messy sometimes. Divorce, bankruptcies and lawsuits happen, and they can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. But there are many trust options to help keep life from ruining your legacy.
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You Could Accidentally Disinherit Your Children Unless You Follow This Obscure Rule
estate planning True story: A father with three kids put them down as the beneficiaries of his nearly $250,000 401(k) account – but when he died, they got nothing. It’s all because of ERISA. Never heard of it? Neither had he.
