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When “Equal” is not Always “Fair”

Every parent wants to be fair to their children; avoid showing favoritism, give each the same advantages, and eventually leaving each a fair and equal inheritance. But every parent also knows [...]

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Three Estate Planning Documents You Need During Your Lifetime

There are a number of very important documents in your estate plan which come into play after your death, but as this article in Forbes reminds us, there are two or three estate planning [...]

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“The Little Things:” Leaving Cherished Personal Items to Heirs

When most people think about estate planning they think about how to leave financial assets—savings, retirement accounts, investment assets, or large assets such as a home—to their children, [...]

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There’s More than One Way to Name IRA Beneficiaries

Do you know the best way to pass your IRA savings on to your loved ones when you die? It sounds like a simple question, but naming beneficiaries for your IRA is not always as straightforward as [...]

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Is Planning for the Future Easier if You’re Single?

“The grass is always greener on the other side of the fence.” It seems that this old adage is appropriate for married people planning for retirement, who look over the fence at their single [...]

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How Important Is Religion When Planning Your Estate?

In a multi-cultural, multi-religious country such as ours the subject of personal faith or religious beliefs is one that many advisors are reluctant to bring up. Some advisors are afraid of [...]

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How To Give An Inheritance To A Child Who Might Squander Or Abuse It

Giving your children an inheritance can be one of the most generous, most loving things a parent can do… Unfortunately, under certain circumstances it can also be the most dangerous. A [...]

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IRS Announces Another Extension for Estate Tax Filing Deadline

Just a few weeks ago the IRS announced the November 15, 2011 estate tax filing deadline for large estates of decedents who passed away in 2010; but some executors might be relieved to know that [...]

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The Dangers of Joint Ownership As An Estate Planning Strategy

Estate planning does not consist of a single, uniform goal or strategy. Instead, estate planning exists on a spectrum, with a simple will on one end and a comprehensive and interconnected series [...]

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How Does Your State Rank on the Long-Term Care Scorecard?

One of the primary concerns of the aging population is long-term care. As the life expectancy of Americans goes up so does the expectation that they will someday need some form of long-term care. [...]

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