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Estate Planning and Cryptocurrency

Digital assets have been around for quite some time. However, they seem to be dominating headlines again this year. In part, you can thank high-profile figures, such as Elon Musk, for promoting cryptocurrency, or music artist Grimes for selling $6 million in NFTs.
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How Did Hayley Mills Lose Her Fortune?

Hayley Mills became famous in the 1960s, starring in wholesome juvenile comedies like The Parent Trap (1961) and That Darn Cat! (1965.) However, in a new memoir, Mills reveals that she earned a fortune on Disney movies — and then lost it virtually overnight.
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What are the Worst Things to Leave in My Estate?

If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.
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Is My Will Void If I Get Divorced?

Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.
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Should a Charitable Lead Trust Be a Part of My Estate Planning

What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment (as we find ourselves in now)?
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Estate Planning for Special Needs Children

It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
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Safe Deposit Box - What Shouldn't Be Stored Inside ?

Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
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When Should You Fund a Trust?

For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
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No Kids? What Happens to My Estate?

So, what happens to your estate if you don’t have a will nor any children?
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What’s an Enhanced Life Estate?

Your house might be your single most valuable financial asset. So you want to make sure you can give it to those you love when you die, without giving up the farm. That can be tricky.
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