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Stuff Matters
Much too often I speak to people and they tell me that estate planning is something for the wealthy. After much contemplation, introspection and coffee, I came to a conclusion that now seems so...
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Happy 18th Birthday. No Really, This Is Better Than A Car!
What are you planning to give your teenager when he or she turns 18 and legally becomes an adult? A new watch? A car? A deposit for an apartment? A trip to Europe? Those are all fine gifts, if you can...
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It’s Alive – What is a Living Trust?
Living trusts enable you to control the distribution of your estate. Furthermore, certain trusts may enable you to reduce or avoid many of the taxes and fees that may be imposed upon your death. In...
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Change We Can Believe In — The Estate Tax
Now that the Obama administration is in place, the uncertainty regarding the future of the federal estate tax may soon be resolved and that resolution almost certainly includes the estate tax being...
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You Say It’s Your Birthday. It’s My Birthday Too – Some Gifts Just Aren’t...
Often people will transfer title of their assets to their adult children while they are living, thinking it will make things easier for their children when something happens to them. Doing this will...
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There’s a 100% Chance That You’re Going to Die – When Is The Best Time To...
The vast majority of people don’t even start thinking about planning their estates until they reach retirement age. If that’s your plan then you’re making at least two mistakes: (1) You are gambling...
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Eni Meeni Mini Mo – How to Choose You Executor
Choosing your executor is an important and necessary task, though potentially morbid and depressing. The executor is the person who carries out your wishes when you’re “gone” – yes, I mean no longer...
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Time For Your 3000 Mile Oil Change – Servicing Your Estate Plan
Your car requires regular servicing in order to maintain its performance and reliability…and so does your estate plan. Remember all those pamphlets that were sitting in your glove box along with an...
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So How Much All This Going to Cost Me – How Much Does a Will Cost?
Invariably after meeting someone new and getting into a discussion about what I do, I receive this question: “How much does a Will cost?” This is one of the most frequent questions our firm fields and...
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Charitable Donations: A Smile for Everyone
How do you feel when you receive a gift you really appreciate? Now how do you feel when you give a gift to someone who really appreciates it? The old adage, “‘tis better to give than to receive,” has...
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