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Estate Planning Articles

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Hybrid Policies Allow You to Have Your Long-Term Care Insurance Cake and Eat It, Too

An increasingly popular hybrid product combines life insurance with long-term care coverage and offers buyers solutions to a number of problems that have kept people from buying traditional long-term care policies.  

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What to Do With an Inherited IRA

Inheriting an IRA may seem like a good thing, but there can be tax consequences if you aren't careful.

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Understanding Tenancy: The Different Ways to Co-Own Property

When two or more individuals own property -- whether it's a condominium, a home, or a piece of land -- the relationship between the owners is very important.

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Who Gets Access to Your Online Accounts After You Die?

You may have a plan for what to do with your physical belongings after you die, but what about your online accounts?

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Don't Just Hope for an Inheritance; Get It in Writing

A recent case demonstrates the importance of getting any agreements about inheritance in writing.

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5 Rights That Trust Beneficiaries Have

As a trust beneficiary, you may feel like you are at the mercy of the trustee, but depending on the type of trust, trust beneficiaries may have rights to ensure the trust is properly managed.

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How to Protect Your Deceased Loved Ones From Identity Theft

We've all been warned about protecting ourselves from identity theft, but one group of victims can't take action to protect themselves—the dead. Fortunately, there are steps that you can take to discourage identity thieves from targeting a deceased loved one.

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What Are the House Ownership Options When Parents and Adult Children Live Together?

Increasingly, several generations of American families are living together.

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