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Estate Planning Articles
Why Plan Your Estate?
The knowledge that we will eventually die is one of the things that seems to distinguish humans from other living beings.
Read article »The Five Components of a Good Estate Plan
Many people believe that if they have a will, their estate planning is complete, but there is much more to a solid estate plan.
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Credit Shelter Trusts
Credit shelter trusts are a way to take full advantage of state and federal estate tax exemptions.Although such trusts may appear needless unless you are a multi-millionaire, there are still reasons to create them.
Read article »Five Topics to Discuss With Your Spouse Before You Retire
You may have a vision for your retirement, but does your spouse share that vision?
Read article »What To Do When a Loved One Passes Away
Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a bewildering array of financial and legal issues demanding attention.
Read article »Make Sure Your Life Insurance Is Not Taxed at Your Death
Although your life insurance policy may pass to your heirs income tax-free, it can affect your estate tax...
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Your Will
Your will is a legally-binding statement directing who will receive your property at your death. Why should you have a will?Here are some reasons.
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Capacity Requirements for Executing Estate Planning Documents
Proper execution of a legal instrument requires that the person signing have sufficient mental "capacity" to understand the implications of the document.
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