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5 Ways to Update your Estate Plan After a "Gray" DivorceDivorcing later in life can create great challenges. One of them is making changes to your estate plan.
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Selecting the right trustee for any trust is an important decision, but in the case of choosing a trustee for someone with special needs its even more important.There are many options to consider in choosing a trustee for a special needs trust.
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Succession planning is a critical component of estate planning for business owners.Estate planning for business owners is about safeguarding your assets and securing the future of your business and ensuring a smooth transition of ownership.
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As you navigate the complexities of divorce, protecting your assets and ensuring your financial future should be top priorities.Divorce is a challenging and emotionally charged life event, and amidst the emotional turmoil, it's essential not to overlook the importance of estate planning.
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Yes, Even Millennials Should Have An Estate PlanDespite common misconception, younger individuals can benefit from having estate planning documents in place. Here are some helpful documents for millennials.
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The Federal Estate tax exemptions is set to increase in 2024.Understand the 2024 IRS adjustments for gift and estate tax exemptions. Learn how these changes impact your financial legacy and estate planning strategies.
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Planning as part of the sandwich generation presents enormous challenges. Here are 6 steps to take to meet those challenges.The "Sandwich Generation" is caught between caring for their parents and their children. Planning for them both can be challenging.
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Holiday gatherings with family may be a good opportunity to discuss many aspects of an aging loved one's planning and wishes should they get sick.Family get togethers are not merely an opportunity to reconnect with loved ones.
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Planning for a child with special needs presents challenges that can be addressed with a Last Will and Testament that has a Special Needs TrustSetting aside assets and support for a child with special needs when your gone can be challenging. A will with a special needs trust can help.
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What Are the Consequences of Disinheriting a Child?Disinheriting a child can lead to family conflict and legal challenges. Learn alternatives like trusts to protect inheritance and ensure fair distribution.
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Why Having a Will is ImportantMany Americans feel they do not have enough assets to deem a will necessary, but unless you are destitute, you probably own a lot more than you think.
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Who is in Charge of Settling an Estate When a Will is Not Present?Once probate is underway, the named executor will take the necessary steps to complete probate and notify beneficiaries named in the will.
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