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Estate Planning for the Business Owner Series, Part 5: Estate Planning and the M&A Process
The National Law Review· 4 hours agoOnce the business owner is ready to sell the business, there will be considerable time and energy...
Financial Focus: Should estate plans be equal … or fair?
Vail Daily· 5 hours agoWhen you’re creating your estate plan, your biggest priority may be taking care of your family —...
The Great Wealth Transfer: What it means for your money
Bankrate via AOL· 6 hours agoHow Americans can prepare for the Great Wealth Transfer Regardless of how much wealth you’re working...
These Trusts Can Help You Avoid Estate Taxes
SmartAsset via Yahoo Finance· 5 hours agoEstate taxes are a form of transfer tax that affects the very wealthy. For multimillionaire households, avoiding the estate tax is a significant issue....
Life insurance should enhance, not thwart your estate plan
Coeur d'Alene Press· 2 days agoYour estate plan is the collection of legal documents that include directions about what should...
Estate Planning: Organizing your assets
The Times of Northwest Indiana· 5 days agoQ: Since we created our estate plan, our assets have changed. We have changed banks and investment adviser. Should we notify the attorney about the...
Trump Defense Gets Boost From Tough Cohen Cross-Examination
Bloomberg via Yahoo News· 2 hours ago(Bloomberg) -- Donald Trump’s lawyer at his hush money trial grilled Michael Cohen for hours on the...
Please don’t give somebody a token $1 in your estate plan
Coeur d'Alene Press· 5 days agoOther than the myths that only the wealthy need estate planning, and that a having a will avoids...
What happens to your bank account after you die?
AOL· 1 day agoYour bank account can leave a lasting legacy after you die. Here’s what happens for beneficiaries, joint account holders and no planning, with steps to...
One day you'll leave this earth, but your data will live on in a messy future
Fox News· 5 days agoUnlike physical items that we may pass on after we die, such as photos, jewelry, an heirloom, a...