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Estates and Wills: Should You Set Up a Revocable or Irrevocable Trust?
GOBankingRates via Yahoo Finance· 1 day agoEstate planning is critical to preserving generational wealth. For many families, a living trust can...
Pay on Death and Transfer on Death options are an important part of your estate planning
Coeur d'Alene Press· 6 days agoBank accounts and brokerage or investment accounts may be the most overlooked part of most people’s...
Jay Leno And His Wife Mavis Had A Rare Date Night Amid Her Dementia Battle
Women's Health via AOL· 4 days agoJay Leno's Wife, Mavis, is battling dementia. Here's what they've said about her illness and...
Qualified Personal Residence Trusts: An Estate Planner’s Tool in a High Interest Rate Environment |...
Law.com· 4 days agoWith interest rates continuing to rise, qualified personal residence trusts (QPRTs) have become a...
6 lessons I learned from inheriting a parent’s house
Bankrate via Yahoo Finance· 3 days agoAfter several more probing questions, I realized that, while she knew what she wanted, my mother didn’t yet have a will or an estate plan. A week later,...
Revocable Trusts Offer Benefits, But Beware of Their Drawbacks | JD Supra
JD Supra· 18 hours agoThere’s a good chance that your estate plan includes a revocable trust — sometimes known as a “living trust.” What is a revocable trust? A revocable trust ...
Estate Planning for Business Owners | JD Supra
JD Supra· 7 days agoWhat are some of the fundamental issues when estate planning for business owners? Why should every business owner have an estate plan? What are some of ...
Tuscaloosa News Obituaries in Tuscaloosa, AL | Tuscaloosa News
The Tuscaloosa News· 20 hours agoSidney Owens Roebuck, Jr., 72, of Mountain Brook, Ala. passed away on April 19, 2024. He was born in Tuscaloosa, Ala. on June 29, 1951 and grew up...
Estate Planning for the Business Owner Series, Part 3: Examples of Business Transfers and Valuations
The National Law Review· 4 days agoThe purpose of this post, part three of our “Estate Planning for the Business Owner” series, is to...
When a financial plan is no plan at all
Long Beach Press-Telegram· 2 days agoWhen is an estate plan not a plan? When is an estate plan worse than no plan at all? More often than I’d like to see ...