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Mr. Cub Alleged to Have Dementia when He Signed New Will
August 4th, 2015
The estranged wife of late Cubs legend Ernie Banks claims the Hall of Famer was diagnosed with dementia days before he signed a will that left his entire estate to his caregiver. Ernie Banks was in the middle of a long and somewhat contentious divorc…
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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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Preserving Your Estate Planning Documents
July 30th, 2015
Once you have an estate plan that you are satisfied with, you need to preserve the documents. They should be stored in a place that protects them from harm and where they can be readily accessed after you pass away. We discuss some tips on how to do…
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What Goes Into an Estate Plan?
July 29th, 2015
You might know that an estate plan contains more than just a will, but do you know what other documents it contains? Every estate plan is different. And different people and families have different needs. Thus, what is in one person's estate pla…
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Are Smaller Inheritances a New Trend?
July 17th, 2015
As the baby boomer generation ages, they are increasingly spending a lot of their retirement funds on their children. This might have implications for their estates. Due to demographic changes and changing economic fortunes, older Americans in…
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No Estate Plan for Many Rich People
July 16th, 2015
Recently a survey was conducted of millionaires, the results of which show that a staggering one-third of them do not have any sort of estate plan. While it is advisable that everyone have an estate plan of some sort, the truth is that some pe…
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Tips for Passing Down Wealth
July 9th, 2015
While you may have been fortunate and knowledgeable enough to amass wealth, that does not necessarily mean that you know the best way to pass it down to future generations. Estate planning can seem a bit overwhelming for the wealthy. The more assets…
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Paul Walker's Car Collection
June 24th, 2015
Paul Walker was famous for his movies about fast cars so it should come as no surprise that he owned a lot of vehicles. Exactly how many vehicles he owned and whether or not his estate has possession of all of them is the subject of a new lawsuit. Fr…
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Digging Up Dad's Grave for $50 Million
June 23rd, 2015
Most people would not consider digging up their father's grave for the sole purpose of securing a DNA test to prove that the man listed on their birth certificate is not their real father. A woman in New York did just that. Nina Sebastiana…
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Two Types of Inheritors
June 22nd, 2015
People who inherit a lot of wealth generally fall into one of two categories: those who want to work hard and those who want to pursue their own pleasure. Most families have both types. Recently, Forbes published an article describing the two general…
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