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Forged Will Leads to Arrest
May 22nd, 2015
Unfortunately, it is not unusual for people to take advantage of the elderly and even to go so far as to forge a will when the elderly person passes away. It is heartening, however, that when caught the people who do this normally face criminal charg…
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Leaving Your Friends a Few Drinks
May 21st, 2015
Sometimes it is the littlest things that you do in your estate plan that create the most lasting memories. This might be the case in England where one man left his drinking buddies money to have drinks on him. Roger Brown of Swan…
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Do Not Forget Your Frequent Flier Miles
May 20th, 2015
Most people who travel a lot have accumulated many unredeemed frequent flier miles or hotel reward points. What many do not know is that it is a good idea to state who should assume ownership of these loyalty reward points in an estate plan. I…
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Sumner Redstone's Succession Plan
May 19th, 2015
Sumner Redstone might not be a household number, but he is one of the most important media moguls in the United States. Redstone controls approximately 80 percent of the voting stock in CBS and Viacom. Because of that many people are in…
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Inheritance Scam Leads to Jail
May 18th, 2015
People have probably been attempting to scam others out of their money for as long as money has existed. Many different schemes exist that people fall for over and over again. Recently, people have been falling for a scam involving fake inheritances.…
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Business and Avoiding Probate Problems
May 14th, 2015
Small and family business owners have heard many nightmares about similar businesses that have had problems with probate. Many of the stories are true. However, with careful planning most of the problems associated with probate can be avoided.…
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Would You Choose Cousin Vinny to Be the Guardian of Your Kids?
May 13th, 2015
Estate plan is a key element in any financial plan no matter what your age. Estate planning allows you to decide how your assets should be distributed upon your death. In essence it allows control from the grave! And a word of advice to t…
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Counting on an Inheritance to Retire
May 12th, 2015
A new survey suggests that many Americans are counting on receiving an inheritance to retire on instead of saving enough for retirement themselves. This has the potential to create disasters for several reasons. Recently CNBC published the res…
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Gift Tax Basics
May 11th, 2015
People who want to give a large amount of money to another person often have questions about how much they can give without having to pay taxes on the gift. Fortunately, the gift tax is relatively simple once you know the basics. …
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The Estate Tax and Your Non-U.S. Citizen Spouse
April 6th, 2015
If you are married to a non-U.S. citizen, you need to know that the estate tax options for your spouse will be different if you pass away than if you were married to a U.S. citizen. This knowledge will help you to protect your spouse from the most de…
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