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Estate Planning Articles

Do You Pay Capital Gains Taxes on Property You Inherit?

When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it.

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New Guides Help Those Appointed to Manage Someone Else's Money

Have you been officially asked to manage someone else's money?

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ElderLaw 101

Trusts

A trust is a legal arrangement through which one person (or an institution, such as a bank or law firm), called a "trustee," holds legal title to property for another person, called a "beneficiary." 

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Prevent Your Power of Attorney from Being Ignored

Many people experience difficulty in getting banks or other financial institutions to recognize the authority of an agent under a ...

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Execute a Power of Attorney Before It's Too Late

A durable power of attorney is an extremely important estate planning tool, but many people delay completing this vital estate planning step until it’s too late and they no longer are legally capable of doing it.

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6 Things to Ask Before Agreeing to Be a Trustee

Being asked to serve as the trustee of the trust of a family member is a great honor. But being a trustee is also a great res...

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When Should You Update Your Estate Plan?

Once you've created an estate plan, it is important to keep it up to date...

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10 Reasons to Create an Estate Plan Now

Many people think that estate plans may be for someone else, but certainly not them.

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