Make Estate Planning Your New Year’s Resolution

The holidays are upon us. It’s also a good time to get started with some Old Year end and New Year beginning planning activities, especially if family members are going to be celebrating the holidays with you. Start with reviewing what you have and how you own it (by yourself, with your spouse, with a […]

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Advice for Divorce after Age 50

When you’re over 50 and facing divorce from a long-term marriage, coming to a settlement agreement that will safeguard a comfortable financial future is complicated. “Till death do us part” isn’t the case for many Baby Boomers today. “Gray divorces” are occurring more than ever before — the rate for adults ages 50 and older […]

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Trusts and Title Insurance Problems

When you create a revocable living trust, it is important to transfer your assets into that trust, including any real estate that you own. However, if you are not mindful, transferring real property into a trust could result in the loss of your title insurance.

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Freezing Eggs and Your Estate Plan

A couple of major corporations have announced that they will pay to have the eggs of female employees frozen for later use. You might not believe it, but this could have an effect on your estate plan.

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529 Plan Misunderstandings

Providing for grandchildren’s college expenses is becoming an important estate planning goal for many families. Many people see it as one of the best ways to contribute to the overall health of future generations. 529 college savings plans are a very useful tool to accomplish this goal, but only if you know what they are […]

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A Few Words on Perpetual Trusts

Most people struggle to plan their financial futures beyond the next decade, while those with money and foresight are likely to think well in advance about what they want to leave their children, grandchildren and even great-grandchildren. But what about planning for eternity? It seems too long to contemplate. Yet in the last several decades, […]

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When Are Charitable Gifts Delivered?

With the holiday season upon us, the charitable giving season is also upon us. Charitable giving is important not only for income tax purposes, but can also be important for estate tax purposes.

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