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What Happens to IRAs and 401(k) when Spouse Dies?

The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago and the scheduled 50% reduction in the size of the federal estate tax exemption four years from now, has resulted in a renewed interest in estate planning for IRA and 401k accounts owned by married couples.
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Should I Place My Home in a Trust?

Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it's prudent to ensure this asset is passed to the people you wish to leave it to.
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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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What Is Considered an Asset in an Estate?

This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
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Is Your Home Your Largest Asset or Biggest Liability?

Could generations of traditional homeownership wisdom be wrong? Here's what you need to know to determine whether your home is an investment that will pay off in retirement—or a liability.
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What are the Negatives of Investing in Cryptocurrency?

What happens when all of a corpse's money is in his cold wallet?
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What Power Does an Executor Have?

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.
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Elder Financial Abuse Can Be Prevented

Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.
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What Happens If a Trust Is Invalid?

This case should be required reading for any person who has an interest in an entity or a trust.
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Why Should I Name a Beneficiary?

Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.
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