Blended Families and Estate Planning - A blended family can be a blessing. However, it does mean you have to take special care with your estate plan — although you want to take care of your spouse and stepchildren, you don't want to inadvertently cut out your biological children. Take the following …
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Tax Breaks For Older Couples Who Sell Their Homes
Tax Breaks For Older Couples Who Sell Their Homes - Consider Irene, who recently became a widow when her husband, Henry, died. Like most married couples, they held the title to their home in joint ownership with the right of survivorship. In plainer language, this means that co-owner Henry's death …
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Joint Accounts: A Simple Probate Bypass
Joint Accounts: A Simple Probate Bypass - Probating a will and distributing an estate's assets is a process that can drag on for months or even years, especially in complicated situations. Delays may result from any of the following circumstances: Multiple beneficiaries.Disputes.Will …
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What Are Pour-Over Wills?
What Are Pour-Over Wills? - Pour-over wills are a way of ensuring that any assets that the trustor neglected to add to his or her trust, whether accidentally or on purpose, will be incorporated as part of the trust even after the execution of the applicable will. Essentially, a pour-over will grants …
Can You Use Charitable Trusts?
Can You Use Charitable Trusts? - There are two main types of charitable trusts, and they differ primarily in how the trust's income is allocated: A charitable lead trust is a good giving strategy for those who don't need a set amount of additional income and whose primary goal is to donate …
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