How to Choose Your Probate Executor or Trust Trustee
One question estate planning clients often struggle with is who to appoint as a probate executor for a will or […]
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Growing and Protecting Your Legacy
Capital Gains and Home Sales
There’s a good chance that the profit from your home sale will not be taxable. Unmarried individuals can exclude up […]
Learn MoreWho Gets Copies of the Will After a Death?
Fans of murder mysteries may assume that distributing a will is simple. There is one copy, which the decedent’s lawyer […]
Learn MoreThe Child Tax Credit for 2021
The Child Tax Credit is for individuals who claim a child as a dependent if the child meets certain conditions. […]
Learn MoreHow to Pick an Executor
There’s a key aspect of creating an estate plan that you shouldn’t gloss over: choosing whom to carry out the […]
Learn MoreWhat’s the Difference Between Active and Passive Investing?
There is no one way to invest in the stock market. There are different strategies for making money, two of […]
Learn MoreHow Payable-on-Death Accounts Compare with Trusts
Payable-on-death accounts are a type of bank account that, at the owner’s death, lets the money remaining pass directly to […]
Learn More5 Options to Pay for Assisted Living
It’s not always the easiest of conversations, but long-term care can be an expensive necessity that comes toward the end […]
Learn MoreHow to Transfer Wealth to the Next Generation
Thinking about passing assets on to your next generation? Your parents are aging and passing away; your own children are […]
Learn MoreA Fresh Look at Distributing Inherited Assets
In theory, parents can get as specific as they want, deciding which children and grandchildren should get the fancy lamp […]
Learn MoreFinal Wishes: Alternatives to Burial
History and anthropology tell us that cultures past and present deal with their departed in interesting ways, such as the […]
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Wills 101
A will outlines the distribution of your assets following your death, similarly to a trust. If you have a trust, […]
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