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What Assets Should Be Considered when Planning Estate?

From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.
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Why are Siblings Battling over Mom’s Estate?

A 14-year-long legal fight among five siblings over a Queens woman’s estate has gotten so nasty that it landed two elderly sisters in jail, and now one of them may lose her home.
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Estate Planning Legal Terms You Need to Know.

For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
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How to Avoid Giving Estate to Your Ex

State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
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Can You Keep Your Children from Inheriting Your Money?

I’ve decided I no longer want to leave my estate to my children. They are ungrateful brats. How can I set things up to give my money to charity when I die?
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What are the Most Common Estate Planning Mistakes?

With apologies to poet Robert Burns, the best-laid estate plans of women and men sometimes go awry.
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What’s the Difference between Probate Assets and Non-Probate Assets?

Non-probate assets are those assets which do not go into an estate when the owner dies.
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What are the Advantages of Putting an Estate in a Modern Directed Trust?

Modern trusts can be drafted, and existing trusts can be modified, to provide flexibility allowing a family the ability to navigate an unknown future and preserve family legacies intergenerationally.
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Can a Trust Be Created to Protect a Pet?

Based on a recent survey by the American Pet Products Association, as of 2020, 70% of households in the U.S. have pets—about 90.5 million households.
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Update on Transfer Taxes for 2022

Despite the various proposals to lower federal transfer tax (estate, gift and GST taxes) exemptions and increase the tax rates, none of them were enacted in 2021.
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