Articles tagged as

Estate Planning

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  1. 3 Deadlines For Retirement Plan Beneficiaries

  2. Designating A Trust As Retirement Beneficiary

  3. How To Plan For The Charitable Giving Boom

  4. Must-Do Financial Moves For Same-Sex Marriages

  5. Financial Changes When You Marry

  6. What Baby Boomers Need To Know About Making Out A Will

  7. 3 Financial Tasks We Think Are Harder Than They Really Are

  8. Certifications For Estate Planning

  9. Tax-Efficient Wealth Transfer

  10. Relationships And Retirement Planning

  11. Protect Your Personal Assets

  12. 5 Misconceptions About A Fiduciary

  13. Gifting Your Retirement Assets To Charity

  14. 10 Estate Planning Tips For Women

  15. Ethical Wills Share Final Thoughts With Heirs

  16. 6 Ways To Lose Your Estate

  17. What The New Gift Tax Rules Will Mean

  18. Be A One-Stop Shop For Your Clients

  19. Financial Information Your Spouse Should Know

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

  21. What Are Gift Taxes?

  22. Talking To Aging Parents About Money

  23. The Tax Benefits Of Having A Spouse

  24. 5 Estate Planning Tips

  25. Don't Count On An Inheritance

  26. Nonfreehold Estates In Real Property

  27. Bursting Boomers' Inheritance Dreams

  28. The Top 4 Richest Pets

  29. An Introduction To Exchange-Traded Grantor Trusts

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

  31. Helping Aging Parents Manage Their Money

  32. Top Estate Planning Tips For Same-Sex Couples

  33. Does Life Insurance Make Sense When You Retire?

  34. 4 Legal Documents You Should Have In The Wake Of September 11

  35. Estate Planning Law Changes You Need To Know

  36. Ensuring That Your Trust Is Trustworthy

  37. Can You Trust Your Trustee?

  38. 5 Factors Threatening Your Dream Retirement

  39. Advisors: Tips For Providing For Older Clients

  40. 7 Reasons To Review Or Revise Your Will

  41. 6 Estate Planning Must-Haves

  42. 4 Things To Consider Before Becoming An Estate Executor

  43. 4 Ways To Minimize Estate Taxes

  44. 10 Strange Will And Testaments

  45. How To Choose The Right Executor For Your Estate

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

  47. How To Avoid Taxation On Life Insurance Proceeds

  48. 10 Things You Must Know Before You Retire

  49. Why You Should Draft A Will

  50. Encouraging Good Habits With An Incentive Trust

  51. Establishing A Revocable Living Trust

  52. How To Parent Your Aging Parents

  53. Getting Started On Your Estate Plan

  54. Planning For The Estate Tax's Return

  55. Three Documents You Shouldn't Do Without

  56. An Estate Planning Must: Update Your Beneficiaries

  57. Refusing An Inheritance

  58. A Look At The Generation-Skipping Transfer Tax

  59. 4 Wealth-Building Secrets

  60. 3 Things To Get In Order Before You Die

  61. Designating A Minor As An IRA Beneficiary

  62. 10 Last-Minute Retirement Tips

  63. Skipping-Out on Probate Costs

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

  65. Leaving Inheritance To Children Easier Said Than Done

  66. 5 Retirement Questions Everyone Must Answer

  67. Get Ready For The Estate Tax Phase-Out

  68. Get A Step Up With Credit Shelter Trusts

  69. New Option For Beneficiaries: Reversionary Annuities

  70. Mistakes In Designating A Retirement Beneficiary

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

  72. Saving Money With A Private Annuity Trust

  73. Estate Planning For Canadians

  74. 5 Things To Consider Before Late-In-Life Marriage

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