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05.24.23
A pour-over will is a legal document that ensures an individual's remaining assets will automatically transfer to a previously established trust upon their death. These wills are normally created alongside a trust.
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05.03.23
Here is another reason why estate planning is never a one-and-done project.
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04.21.23
The decision to buy long-term care insurance vs. self-insuring is a common conundrum. If you can afford to self-insure based on your estate planning, then the choice boils down to whether you would like to retain the risk or share the risk with an insurance company.
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02.22.23
The recent struggles with inflation began in 2021, on the heels of the Covid pandemic. While persistently high inflation is hardly cheerful news, a set of annual adjustments from the IRS that are tied to an inflation index could provide relief in one unexpected area — taxes.
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12.05.22
Financial planning for retirement normally includes some travel and more time to be social with friends.
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