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Estate Planning Blog

Ira account photo

What are The Biggest IRA Mistakes?

Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn't mean they all have a full understanding of how IRAs work.
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Old Doctor

What’s a 101-Year-Old Doctor’s Secret to Good Health?

The link between healthy eating and living longer is well-documented. Getting the nutrients that your body needs can help protect you from diseases such as diabetes, cancer, and heart disease.
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Why are Contingent Beneficiaries Important?

When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
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real estate purchase

Can I Help My Kid Buy a Home?

Parents with resources could purchase the property for the child, but that often does not drive the right incentive. How then, do you get the funds to the child in the most responsible and tax-efficient way?
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Estate Planning Diagram

How to Decide on an Executor?

Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die?
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estate planning with families

What is the Best Estate Plan to Keep Family from Killing Each Other?

Death is inevitable. We need to prepare ourselves and our loved ones for when it comes. Estate planning is an essential part of life that ensures the smooth transfer of our assets to our loved ones after we pass. However, creating a will can be a sensitive and emotional process
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intestacy

Why you want to Avoid Intestacy.

One of the most difficult—and emotional—parts of caregiving can be having discussions about the legal side of aging.
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family sharing home

Factors to Consider when Leaving your Family Home to your Children

It’s perfectly normal for aging parents who are currently completing their will along with their lawyer’s guidance, to leave the family home to their children.
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Estate planning with trusts

What are the Basics of Trusts?

When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch. And sure, why not add sibling rivalries on par with the Roy family of Succession fame to keep things interesting?
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Married Couples can Use Estate Tax Exemptions in Estate Planning

A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple's children and grandchildren, are supported financially.
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