Can I Create a Stress-free Asset Transfer?
July 12, 2021
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Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.
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What Happens to My Mortgage When I Die?
July 7, 2021
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Understanding what happens to your debt when you die is an important part of estate planning—and you don’t have to be rich to have an estate. Everything you own and owe makes up your estate. For many people, that includes a house with a mortgage.
What Is Probate and How Does It Work?
July 5, 2021
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Probate survives as a procedure originally implemented by the King of England to protect his citizens from themselves and their greed.
Does a Prenuptial Agreement Make Sense?
June 30, 2021
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As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
Do QTIP Trusts Help avoid Estate Taxes?
June 28, 2021
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Right now, gifts to trusts can take advantage of high tax exemptions and remove future appreciation of assets from taxable estates. One example available to spouses is making a gift to a trust that allows for a qualified terminable interest property (QTIP) election.
What are Top ‘To-Dos’ in Estate Planning?
June 25, 2021
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The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
What to do If Someone Wants to Buy Your Business
June 24, 2021
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You may be running your business for years without any thoughts of selling and then suddenly receive an offer to buy your firm. It could be from a private equity group, a competitor or a key customer or supplier.
Are 529 Plans Part of Your Estate?
June 21, 2021
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People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.
Do I Need an Estate Plan If I’m Not Married?
June 18, 2021
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If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
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