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What Does the Term Payable on Death Mean in Estate Planning?
payable on death
Posted March 23, 2022

One goal of estate planning is to allow assets to transfer, without the possibility of infighting amongst your loved ones. The other goal is to try to pass assets with as little legal involvement as possible. That is, without courts, probate, and lawyers. There are a number of ways that this can be done, but […]

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What are Some of the Difficulties Encountered When Contesting a Will or Trust?
contesting a will
Posted March 09, 2022

Contesting A Will Or Trust Many people believe that challenging something in a will is an easy process. However, although it is possible, it is not easy, and people who try to challenge a will or a trust, often face numerous legal hurdles. Getting Evidence One hurdle that someone who tries to contest estate documents […]

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Federal Tax Planning: What You Need to Know
Federal tax planning
Posted February 23, 2022

If you are a business or an individual filing your taxes, there are a lot of loopholes and exceptions in the tax code, that can save you thousands of dollars (if not more) in taxes. The problem is that the IRS doesn’t make these tips known to you, or give them to you automatically. It […]

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Using Estate Planning and Life Insurance to Avoid a Contested Estate
contested estate
Posted February 09, 2022

One of the most unpleasant things that we can imagine happening when we pass away, is our family fighting with each other over who gets what. This is especially true if you know that your estate documents do, or will, leave a family member with less than what he or she expects to receive. How […]

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