When To Use a QTIP Trust - A qualified terminable interest property, or QTIP, trust provides for a surviving spouse while allowing you to maintain control over how your trust's assets are distributed once that spouse dies. Income and sometimes principal that are generated from the trust are given to …
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Estate Planning With Big Age Gaps
Estate Planning With Big Age Gaps - Are you in an age-gap relationship? Five percent of first marriages and 20% of second marriages need a special focus on making both of your needs work. Financial matters for large age-gap retirement planning include retirement funding, Social Security …
All About Prenups
All About Prenups - A prenuptial contract lists all the property owned by two people who are about to marry, specifying what each person's property rights will be after marriage. It is also called a premarital agreement. These days, you don't have to be wealthy or famous to turn to a …
The Non-Financials of Retirement
The Non-Financials of Retirement - Ever known people who couldn't manage to retire? They quit their jobs the moment they turned 65, but a few months later, they were back and working part time at the same desk. If anyone asked, they would sigh and say, "I just can't sit in my recliner and watch …
How To Divide an Estate Among Heirs
How To Divide an Estate Among Heirs - The death of a family member can bring up tough questions. If the deceased owns a house and land, which of their heirs will get them? Or should they be sold and the money divided up? These are pressing questions when two of the heirs are saying they have fond …
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