estate planning
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Perplexed by the Gift Tax? Here Are Answers to 10 Common Questions
taxes Generous gifts can sometimes come with tax consequences, but in general, only very wealthy people need to worry about gift taxes. Still, there could be IRS paperwork involved.
By Joelle Spear, CFP® • Last updated
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Don’t Count on an Inheritance for Your Retirement Plan
Older generations might not be planning to leave you as much as you think they are, and with rising costs, they might not have much left to leave you anyway.
By Justin Grossbard • Published
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With Holistic Estate Planning, Everything’s Under Control
A plan for all your stuff during your lifetime and then at death requires a group of five – yes, five – experts to oversee each at-risk area.
By Lindsay N. Graves, Esq. • Published
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Trust Provisions Addressing Substance Use Require Flexibility
Parents fearing substance abuse by their beneficiaries can include instructions aimed at deterring addictive behavior and blocking the potential misuse of funds.
By Timothy Barrett, Trust Counsel • Published
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Five Estate Planning Lessons We Can Learn From Elvis’ Mistakes
Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate.
By John M. Goralka • Published
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How to Tackle Digital Estate Planning in Four Easy Steps
Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.
By Marguerita M. Cheng, CFP® • Published
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Three Legal Documents Your Child Should Sign When They Turn 18
Legal documents such as durable power of attorney, a healthcare proxy and a HIPAA release can give parents the legal right to make decisions if their child needs help.
By Allen J. Falke, CPA, Esq., LL.M. • Published
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Inherited Retirement Plan? How to Easily Understand Payout Rules
Figuring out first which kind of beneficiary you are will make it easier to grasp the rules and timing on required distributions.
By Mike Piershale, ChFC • Published
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I Love You, But Your ‘I Love You Will’ Needs to Go
An ‘I Love You Will’ works great as long as everything goes as planned, but there are three reasons that kind of will may not love you back.
By Allison L. Lee, Esq. • Published