Posted on: September 18, 2023
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
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Posted on: September 17, 2023
In the modern financial landscape, where the rise of startups and volatile investments can lead to sudden wealth, many young individuals are unexpectedly thrust into the realm of significant assets. While the initial euphoria of such a windfall can be exhilarating, it's crucial to approach this newfound wealth with a strategic mindset. This article will […]
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Posted on: September 14, 2023
The conservative religious leader and televangelist leaves behind a considerable estate and various nonprofit organizations.
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Posted on: September 13, 2023
As the surviving spouse, you'll need to consider housing options, like whether to sell or keep the home, or downsize.
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Posted on: September 12, 2023
Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn't mean they all have a full understanding of how IRAs work.
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Posted on: September 11, 2023
As Lady Bird deeds grow in popularity, it is important to discuss and understand the benefits and limitations of these deeds.
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Posted on: September 10, 2023
Once they retire, many seniors change their spending patterns quite a bit. There’s nothing inherently wrong with this, as long as they remain within their retirement budget.
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Posted on: September 7, 2023
With Lee's death, his daughter, Joan Celia Lee, known as J.C., inherited his estate but continued to pursue various legal actions attempting to get "everything that's mine.
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Posted on: September 6, 2023
Revenue Procedure 2022-32 (2022-30 IRB 101) became effective on July 8, 2022. This guidance issued by the IRS allows certain taxpayers an extended amount of time (five years) to make a ‘portability election’ regarding estate and gift taxes.
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