Posted on: March 12, 2023
An individual retirement account makes it simple to invest in assets like stocks, bonds and exchange-traded funds (ETFs). However, there’s a special type of IRA called a self-directed IRA that lets you own alternative assets like real estate.
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Posted on: March 2, 2023
Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners.
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Posted on: March 1, 2023
Probate is the process of proving a will and settling an estate after an individual (decedent) dies.
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Posted on: February 28, 2023
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.
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Posted on: February 27, 2023
A common financial mistake married farm couples make occurs when the first spouse dies, and the surviving spouse fails to ‘elect portability.’
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Posted on: February 26, 2023
There is a massive movement of money going on right under our nose. It’s not illegal or unethical. However, it’s fraught with peril.
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Posted on: February 23, 2023
The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in late 2022. The original Knives Out featured whodunit intrigue surrounding the murder of a wealthy author and surprise changes to his will. While Knives Out endeared itself to fans because of its […]
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Posted on: February 22, 2023
Trusts are excellent vehicles for probate avoidance, ease of transition of funds to one’s beneficiaries upon death, asset protection planning and estate tax planning.
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Posted on: February 21, 2023
It is a common misconception that once the estate plan is prepared and executed, it does not require any further attention.
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