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Can You Leave an IRA to a Beneficiary?

Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.
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What are Alternatives to Guardianship?

We all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.
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When to Hire an Estate Planning Attorney?

Here are four types of estate situations that could call for professional legal help.
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Capital Gains Taxes in Irrevocable Trusts.

Investors use irrevocable trusts to protect their assets from creditors, lawsuits and estate taxes. However, when you sell a home in an irrevocable trust, that can complicate your tax situation.
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Purpose of a Marital Deduction Trust.

If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
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What Is a Marital Trust?

If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
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Big Estate Planning Mistakes to Avoid

Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
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Who Should Be Your Executor?

An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
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Stock Options when the Owner Dies.

No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.
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Can Estate Planning Reduce Taxes?

Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
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