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There are lots of misconceptions about estate planning, and any one of them can result in costly mistakes. Understanding who needs an estate plan and what it should cover is key to creating a plan that is right for you.
Read More »Although your life insurance policy may pass to your heirs income tax-free, it can affect your estate’s tax liability.
Read More »While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home.
Read More »While a will is one of the most important estate planning documents you can have, there are things that it won’t cover. A will is just one part of a comprehensive estate plan.
Read More »Many websites offer customized, do-it-yourself wills and other estate planning documents. Although these products are convenient, using them could create serious and expensive legal problems for heirs.
Read More »Pets are members of the family, so it is important to consider how to provide for them in your estate plan just as you would the human family members.
Read More »A Pennsylvania couple may have lost their life savings by making a fundamental estate planning mistake.
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Read More »The number of older Americans with student loan debt – either theirs or someone else’s — is growing. Sadly, learning how to deal with this debt is now a fact of life for many seniors heading into retirement.
Read More »Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can have unintended consequences. It is important to make a plan that doesn’t involve leaving assets directly to a minor.
Read More »Millions of people are affected by dementia, and unfortunately many of them do not have all their estate planning affairs in order before the symptoms start.
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