Estate Planning Articles

Estate Planning Articles, Tax Planning Ideas and Tax Updates

Two Proposed Estate Tax Changes That Could Be Enacted by Year’s End

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Estate Planning Articles

What You Need to Know About Inheriting a Roth IRA

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Estate Planning Articles

Inherited a Traditional IRA From Your Spouse? Here Are Four…

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Estate Planning Articles

How to Choose an Executor for Your Estate

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Estate Planning Articles

Five Tips for Designating Beneficiaries for Your Retirement…

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Estate Planning Articles

The Spendthrift Trust: An Estate Planning Tool That Protects…

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Estate Planning Articles

Six Estate Planning Tips for Re-Marrying Divorcees

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Estate Planning Articles, Tax Planning Ideas and Tax Updates

Four Ways to Give Your Home to Your Favorite Child

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Estate Planning Articles

The Basics of Generation-Skipping Trusts

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Estate Planning Articles

Six Financial Matters to Address if You Become Widowed

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Estate Planning Articles, Retirement Investing Reports and Analysis

Recently Proposed Changes to Federal Estate and Gift Tax…

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Estate Planning Articles

What Happens to Your Social Security Benefits After You Die?

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