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Estate planning: when it's time and how to do it
The Week via Yahoo Finance· 4 days agoWhile "most people with assets or a family should execute a will," said Fidelity, "not everyone needs an estate plan." A will is a "relatively simple <...
Wealth Management Update June 2024
The National Law Review· 3 days agoThe June Section 7520 rate for use in estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.60%, an increase from the May rate of 5.40%....
‘He married a manipulative, unlikeable woman’: My father-in-law, 85, named his wife as sole...
MarketWatch via Yahoo Finance· 3 hours agoThe fourth way involves unfairness relating to changes to a will, trust, property titles or...
Why Using a Small Estate Affidavit Could Save You Time and Money
Digital Journal· 2 days agoManaging estate planning and the eventuality of death can make distributing assets arduous and...
Estate Planning for Founders – Part I: The Core Estate Plan | JD Supra
JD Supra· 2 days agoThis is the first of a four-part series focusing on estate planning for founders. In this series we will cover why, as a founder, you need an estate < ...
Estate Fights Can Tear Stepfamilies Apart. Here’s How to Avoid the Brawl - Your Money Briefing - WSJ...
The Wall Street Journal· 1 day agoDividing up assets when parents die can be a complex, emotional task for any family, but especially so for blended families. J.R. Whalen: We'll talk with our personal finance reporter Ashlea ...
Is a Living Trust Really the Best Way to Pass an Inheritance to Your Family?
The Motley Fool via AOL· 5 days agoBy avoiding probate, a living trust helps ensure the division of your estate remains private. That...
How To Use Your Zodiac Sign To Make Tax-Savvy Estate Planning Decisions
Forbes· 3 days agoThe abundance of advanced estate planning transaction options can often leave people feeling lost in legal jargon. If you’re searching for the perfect tax strategy to secure ...
The Corporate Transparency Act and its Application to Estates and Trusts: Answers to Frequently...
JD Supra· 2 days agoThe recently implemented Corporate Transparency Act (the “CTA”) requires that certain entities report information about themselves and their “beneficial ownership” to the Financial Crimes Enforcement ...
Set the Record Straight With Trajan Wealth
Digital Journal· 3 days agoEstate planning ensures your assets are protected and distributed according to your wishes, and a revocable living trust helps avoid family disputes. This legal document ...
