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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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Anna Nicole Smith Saga Finally Over?
July 31st, 2015
After almost 20 years, the long legal battle between Anna Nicole Smith's estate and her late husband's estate might finally be over after a recent court ruling. Two decades ago watchers of celebrity estate news were focused on the estates o…
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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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Planning Mistakes of the Wealthy
July 28th, 2015
Many wealthy people think they are immune from making estate planning mistakes. That thought is their first mistake. They often commit many more. When it comes to estate planning most wealthy people have heard about mistakes that other wealthy people…
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Wells Fargo Ordered to Pay for Committing Trustee Fraud
July 22nd, 2015
When creating a large trust, especially one for a minor child, it is often a good idea to use the services of a professional trustee. Many banks, both large and small, offer the service. However, there is no guarantee that professional trustees will…
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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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Desmond Tutu Peace Trust Shut Down
July 15th, 2015
One of the trusts created by retired Archbishop Desmond Tutu was quietly dissolved earlier this year in the wake of a family feud. Desmond Tutu won the Nobel Peace Prize for his efforts to end racism and corruption in South Africa. He is gener…
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The Estate of Elliot Ness Is Open Again
July 14th, 2015
Elliot Ness is best known as a Prohibition era lawman who fought the mob. After that, however, he served as the CEO of Diebold. A recent find of a stock certificate in that company has caused Ness' heirs to reopen his estate. Despite a bo…
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