Posted on: March 16, 2023
If you have a residence you would like to pass onto loved ones after your death, and you’re worried about your home going into probate, you may want to put your home in a property trust.
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Posted on: March 15, 2023
The SECURE 2.0 Act, which was signed into law in December 2022, changes the RMD rules for retirement savers beginning in 2023.
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Posted on: March 14, 2023
As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.
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Posted on: March 13, 2023
In this article, we discuss seven specific ways that you can make life easier for your loved ones after you die.
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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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