Articles tagged as

Estate Planning

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  1. Why You Shouldn't Die In 2013

  2. Tax-Efficient Wealth Transfer

  3. Relationships And Retirement Planning

  4. What Is A Will And Why Do I Need One?

  5. Protect Your Personal Assets

  6. 5 Misconceptions About A Fiduciary

  7. Gifting Your Retirement Assets To Charity

  8. 10 Estate Planning Tips For Women

  9. Ethical Wills Share Final Thoughts With Heirs

  10. 6 Ways To Lose Your Estate

  11. Financial Preparation For Deployment

  12. What The New Gift Tax Rules Will Mean

  13. Be A One-Stop Shop For Your Clients

  14. Financial Information Your Spouse Should Know

  15. Last Will And Testament: Not Just For The Elderly

  16. What Are Gift Taxes?

  17. Talking To Aging Parents About Money

  18. The Tax Benefits Of Having A Spouse

  19. 5 Estate Planning Tips

  20. Don't Count On An Inheritance

  21. Nonfreehold Estates In Real Property

  22. Bursting Boomers' Inheritance Dreams

  23. The Top 4 Richest Pets

  24. An Introduction To Exchange-Traded Grantor Trusts

  25. Deadlines You Must Meet If You Inherit A Retirement Account

  26. Helping Aging Parents Manage Their Money

  27. Top Estate Planning Tips For Same-Sex Couples

  28. Does Life Insurance Make Sense When You Retire?

  29. 4 Legal Documents You Should Have In The Wake Of September 11

  30. Estate Planning Law Changes You Need To Know

  31. Ensuring That Your Trust Is Trustworthy

  32. Can You Trust Your Trustee?

  33. 5 Factors Threatening Your Dream Retirement

  34. Advisors: Tips For Providing For Older Clients

  35. 7 Reasons To Review Or Revise Your Will

  36. 6 Estate Planning Must-Haves

  37. 4 Things To Consider Before Becoming An Estate Executor

  38. 4 Ways To Minimize Estate Taxes

  39. 10 Strange Will And Testaments

  40. How To Choose The Right Executor For Your Estate

  41. 2010: The Best Time To Die?

  42. September 30: A Key Date For Retirement Plan Beneficiaries

  43. How To Avoid Taxation On Life Insurance Proceeds

  44. 10 Things You Must Know Before You Retire

  45. Why You Should Draft A Will

  46. Encouraging Good Habits With An Incentive Trust

  47. Establishing A Revocable Living Trust

  48. How To Parent Your Aging Parents

  49. 6 Ways To Leave Less For Uncle Sam

  50. Hatch A New Financial Plan

  51. Getting Started On Your Estate Plan

  52. Planning For The Estate Tax's Return

  53. Three Documents You Shouldn't Do Without

  54. An Estate Planning Must: Update Your Beneficiaries

  55. Refusing An Inheritance

  56. A Look At The Generation-Skipping Transfer Tax

  57. 4 Wealth-Building Secrets

  58. 3 Things To Get In Order Before You Die

  59. Designating A Minor As An IRA Beneficiary

  60. 10 Last-Minute Retirement Tips

  61. Skipping-Out on Probate Costs

  62. Leaving Inheritance To Children Easier Said Than Done

  63. 5 Retirement Questions Everyone Must Answer

  64. Get Ready For The Estate Tax Phase-Out

  65. Your Will: Why You Need A Power Of Attorney And Beneficiaries

  66. Get A Step Up With Credit Shelter Trusts

  67. New Option For Beneficiaries: Reversionary Annuities

  68. Mistakes In Designating A Retirement Beneficiary

  69. Estate Planning For Canadians

  70. Saving Money With A Private Annuity Trust

  71. Letter Of Instruction - Don't Leave Life Without It

  72. 5 Things To Consider Before Late-In-Life Marriage

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