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How Special Needs Trusts Work

One of the most commonly recognized instruments for protecting assets for a disabled beneficiary is through the use of a Special Needs Trust, also known as a Supplemental Needs Trust.
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Your Will and Estate Planning

Those beneficiary forms you filled out years ago can supersede your other estate plans.
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Inheritance Trust Protects Families

Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families.
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Primary Testamentary Estate Planning Documents?

When someone dies, one of the first questions the attorney will ask is what primary estate planning instrument the decedent had in place.
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Estate Planning Myths

In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people's families.
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Owe Taxes on Trusts?

Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.
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Digital Assets and Estate Planning

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.
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When Your Second Parent Passes!

However, settling the second spouse's affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.
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Senator Dianne Feinstein’s Estate?

Dianne Feinstein, a notable political figure, has reportedly left her substantial real estate properties to the children of her billionaire husband. Despite ongoing disagreements among the heirs, they are slated to inherit these significant assets.
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Business Owners Essential Estate Planning

This article will explore key considerations and actionable insights for business owners to reduce their tax burden, protect their assets and facilitate a smooth wealth transition.
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