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Your Estate Plan Needs To Be Customized
The Importance of Customized Estate Planning “Estate planning documents often are treated like the photocopied permission slip for a child’s field trip. You fill in …
Working and Collecting Social Security Benefits
Understanding the Impact of Working While Collecting Social Security Benefits “For most Americans, Social Security plays an important role in maintaining retirement security. The benefit …
Picasso’s Sole Heir Continues To Sell Artwork
Picasso’s Complicated Legacy and Family Drama “When the Spanish painter Pablo Picasso died of a heart attack on April 8, 1973, he left behind not …
Still Procrastinating About Your Estate Plan?
The Importance of Estate Planning During the COVID-19 Pandemic “Without an estate plan in place, clients will be reliant on state laws and probate courts …
Five Top Reasons To Add Beneficiaries to Investment Accounts
The Importance of Adding Beneficiaries to Investment Accounts “Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower …
How Does an Intentionally Defective Grantor Trust Work?
Understanding Intentionally Defective Grantor Trusts in Estate Planning “This type of trust can be established to benefit your spouse, children, grandchildren and other descendants. However, …
Why You Need an Advance Directive Right Now
The Importance of Advance Directives During the COVID-19 Pandemic “COVID-19 is quickly becoming the leading cause of death in the United States. As of today, …
What Must Be Done When a Loved One Dies?
Navigating Financial Affairs After a Loved One’s Death “It can be hard to move through your daily life after someone you love dies. It may …
Can Mom Leave a Home to a Daughter but Not Grandchildren?
Options for Passing Down Property Without Probate Court “If you want a legal plan that avoids probate court, there are two options: first, an enhanced …
What You Need To Know About Trusts
Understanding Trusts and Their Importance in Estate Planning “Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including …