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Blog Posts in Estate Planning

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  • Retirement Accounts and Your Estate Plan
    Retirement Accounts and Your Estate Plan

    Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve that goal, there are a few things to keep in mind about retirement accounts. ...

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  • Master the Fundamentals of Estate Planning
    Master the Fundamentals of Estate Planning

    For many people, mapping out an estate game plan is something they intend to think about later. But too often, later never comes. The reasons for not dealing with estate planning now may include not ...

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  • Estate Planning for Singles: Current Tax Rules May Dictate Changes
    Estate Planning for Singles: Current Tax Rules May Dictate Changes

    Legislation enacted a few years ago made permanent changes to the federal estate and gift tax rules. Specifically, here are the significant estate changes in the American Taxpayer Relief Act: What is ...

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  • Estate Planning for Personal Property: Why You Should Sweat the Small Stuff
    Estate Planning for Personal Property: Why You Should Sweat the Small Stuff

    When planning their estates, most people focus on major assets, such as business interests, real estate, investments and retirement plans. But it's also important to "sweat the small stuff" — tangible ...

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  • Give Away Your Potential Tax Liability
    Give Away Your Potential Tax Liability

    You spend a lifetime accumulating a large estate. But without careful planning, Uncle Sam will knock on the door after you die and vastly reduce the wealth passed onto your heirs. After a temporary ...

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  • What Will Happen to a Special Needs Child Without a Solid Estate Plan?
    What Will Happen to a Special Needs Child Without a Solid Estate Plan?

    Estate planning is always important — but it takes on even greater importance if you have a special needs child who is not expected to be financially independent. The parents of children with autism, ...

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