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What Do I Need to Know about Wills?

If you die without a will, you die “intestate.” Your assets will be distributed according to your state’s law. That could result in a distribution you didn’t intend.
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Special Needs Planning

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
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Just What Is in an Estate Plan?

Unfortunately, death doesn’t just happen to other people. We should all get our affairs in order, so that our loved ones can focus on grieving and moving on once we pass.
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Is Succession Planning Necessary for Family Business Entities?

While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.
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When Should I Think About Business Succession?

A common and often costly mistake when it comes to business succession planning is not starting the process early enough.
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How Do I Avoid Probate?

There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
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Do Most People Need a Living Trust?

If you’re putting together an estate plan, you have no doubt heard about the benefits of a living trust.
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Can a Vacation Home Be Kept in the Family for Generations?

These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
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What are the New IRA Distribution Rules?

The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).
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Can I Avoid the Economic Dangers of Caregiving?

If caregiving looms in your future — and it likely does if you’re a daughter, an only child or the one (if you are, you know what I mean) — take time now to protect your financial life.
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