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Thinking of Saving on a Will? Think Again
August 19th, 2015
Today it is easy to save money while having a will drafted as a plethora of online services offer downloadable forms and many cut rate providers offer to draft cheap wills. This is causing problems for families in the United States and the United Kin…
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Estate Planning Lessons in the Death of Whitney Houston’s Daughter
August 14th, 2015
Bobbi Kristina Brown’s tragic death offers a number of poignant end-of-life lessons for parents, young adults, and seniors alike. First and foremost, health and legal experts say Brown’s death spotlights the need for establishing written advance…
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Categories: Aging Issues, Blended Families, Current Affairs, Estate Planning, Long Term Care, Power of Attorney, Probate, Television, Will
Problems Posed by Probate
August 12th, 2015
For those who have specific goals for their assets once they leave this world, an estate plan becomes an essential component of their financial plan. There are many benefits to having an estate plan, including ensuring that your wishes will be carrie…
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Tips on Transferring Your Parents’ Brokerage Accounts After They Die
August 3rd, 2015
Only two months after launching a helpline for seniors, FINRA has received a number of calls from stressed family members with questions about the transfer of brokerage account assets upon death, so it has released an extensive investor alert dealing…
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Extending the Slayer Rule in Missouri
June 30th, 2015
The state of Missouri does not have a slayer statute that prevents someone from inheriting from the estate of someone they killed. However, as a matter of common law, the slayer rule is enforced by the state courts. Now, a bizarre new case is asking…
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Keep Your Trust Ahead of State Tax Laws
May 26th, 2015
Keeping on top of federal tax laws concerning trusts is relatively simple. However, when it comes to state tax laws on trusts, staying on top of them can be an entirely different matter, especially since many trusts might be subject to taxatio…
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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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Attorney Disqualification and Estate Administration
April 1st, 2015
When an attorney has a conflict of interest in a case the attorney is not allowed to be involved in the case. A bizarre case in Louisiana illustrates how that principle applies to estate administration. There is apparently no dispute that Kaci Breen…
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Paying the Debts of an Estate
March 11th, 2015
When someone passes away, his or her debts become a part of the estate and must be paid. This is one of the jobs of the executor or personal representative. If you are administering an estate, you need to know how to pay the estate's creditors.…
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Did a New York Woman Scam Her Own Daughter’s Inheritance?
February 9th, 2015
Sometimes people think that it takes a lot of wealth for problems to arise within families over estates. However, what is a lot for any particular family is relative. People who do not have much wealth will fight over far less money than those who do…
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