Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other, and each spouse wants different beneficiaries to ultimately inherit their estate. One solution to this problem
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You may think that your estate plan is something you already checked off your to-do list years ago. But the truth is that it’s not realistic to think that something you drafted years
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. There is no question that doing so can be a powerful way to
After a loved one dies, their money and property must be distributed to the right people, either according to their will or the state’s default distribution scheme. Even if you are staying on
Estate Planning is not just for the elderly. It’s not just for the wealthy. Estate Planning is for anyone who wants to protect their family and legacy after they’re gone. But everyone’s Estate
There have been some significant legal changes recently that may impact how you can maximize your retirement and tax planning. Last year, Congress integrated the Setting Every Community Up for Retirement Enhancement
Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, probated estates become
Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so you can be taken care of during times when
There is a common misconception that estate plans are only for the ultra-rich - the top 1 % - maybe the top 10%, 20%, or some other arbitrary determination of “enough” money. In
Suddenly coming into money can be both a blessing and a curse. Whether you just signed a multiyear, multimillion-dollar employment contract, received a significant inheritance, expect a large check from a lawsuit verdict
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