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What are the six basic steps to the estate planning process? Step 1: Define your Estate Planning Goals. What do …
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Notwithstanding, be highly aware that many states don’t recognize holographic or handwritten Wills. A will does not need to be …
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Life gets interesting when you begin thinking about what is important and then suddenly realize “financial vultures” are standing on …
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The client gives her adult daughter the original Will and tells her that she will need to bring this to …
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Perhaps the most common mistake is to fail to transfer the legal title of assets to the trust, known as …
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If you choose a revocable trust, you’ll be able to change its provisions. But you won’t be able to do …
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What are the four conditions of trust? In this article, the author discusses the four elements of trust: (1) consistency; …
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What Is a Living Trust? A living trust is an estate planning tool that allows you to protect and manage …
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Will the trustee take my stimulus check? As of April 7, 2020, the United States Trustee program has issued a …
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Throughout your lifetime, you can make money off of that asset. And then, when you die, your investment income will …