Posted on: February 17, 2023
While thinking about legacy planning can be unpleasant because it involves discussions about incapacity or mortality, it's an important aspect of good financial planning that shouldn't be ignored.
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Posted on: February 15, 2023
Does somebody else know where it is in the event of your death or incapacity?
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Posted on: February 14, 2023
A Beneficiary Defective Inheritor’s Trust, also known as a ‘BDIT,’ is a specific type of estate planning trust.
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Posted on: February 13, 2023
Receiving an inheritance could provide an unexpected (or anticipated) financial windfall. There’s just one thing you may have to contend with – people attempting to steal what you’ve inherited.
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Posted on: February 12, 2023
Hobbies are part of what makes life fun. Some of them come with a major bonus: They just might lengthen your life.
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Posted on: February 9, 2023
When beneficiaries receive a payout from a life insurance policy, they typically don’t have to pay taxes. However, there are a few situations where a portion of the life insurance benefit is taxable to the beneficiary.
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Posted on: February 8, 2023
Ivana Trump left behind around $1 million for the nanny who raised her daughter Ivanka Trump and sons Eric Trump and Donald Jr. Trump, excluding her ex-husband former President Donald Trump from her will.
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Posted on: February 7, 2023
If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.
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Posted on: February 6, 2023
If properly designed, funded and maintained, this strategy can be utilized to supplement your retirement income, while creating a legacy for your family in a tax-advantageous and asset-protected manner.
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