Even Vampires Need Estate Planning
Yes, even the undead need an estate plan. After you stop laughing you need to hear me out. As we’ve [...]
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09, 2015
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09, 2015
Surprise! You Can’t Easily Disinherit Your Spouse in the U.S.
Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true [...]
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08, 2015
What You Need to Know About the Final Estate Tax Portability Rules
Recently the IRS issued the final rules governing the “portability election” as it relates to the federal estate tax exemption. [...]
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08, 2015
What’s Hot in Estate Planning Right Now May Surprise You
Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the [...]
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08, 2015
Aging.gov: A New Resource for Older Americans and Their Families
More than 10,000 people turn 65 in the U.S. every day according to Aging.gov, a new website recently launched by [...]
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08, 2015
Skyrocketing Probate Fees – Another Reason to Avoid Probate Court
As of July 1, 2015, Connecticut probate courts earned the dubious distinction of charging the highest probate fees in the [...]
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07, 2015
IRS Announcement: Estate Tax Closing Letters Will Now Only Be Issued Upon Request
Due to the increased volume of federal estate tax return filings in order to make the “portability election,” the IRS [...]
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07, 2015
How Will the 2015 Supreme Court Decisions Affect You and Your Family?
While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to [...]
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07, 2015
5 Most Expensive States for Retirees in 2015
While there are many factors to consider when choosing the place where you will retire, the ones that will impact [...]
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07, 2015
Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse
With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for [...]