Articles tagged as

Estate Planning

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  1. Financial Changes When You Marry

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

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

  4. Certifications For Estate Planning

  5. Tax-Efficient Wealth Transfer

  6. Relationships And Retirement Planning

  7. Protect Your Personal Assets

  8. 5 Misconceptions About A Fiduciary

  9. Gifting Your Retirement Assets To Charity

  10. 10 Estate Planning Tips For Women

  11. Ethical Wills Share Final Thoughts With Heirs

  12. 6 Ways To Lose Your Estate

  13. What The New Gift Tax Rules Will Mean

  14. Be A One-Stop Shop For Your Clients

  15. Financial Information Your Spouse Should Know

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

  17. What Are Gift Taxes?

  18. Talking To Aging Parents About Money

  19. The Tax Benefits Of Having A Spouse

  20. 5 Estate Planning Tips

  21. Don't Count On An Inheritance

  22. Nonfreehold Estates In Real Property

  23. Bursting Boomers' Inheritance Dreams

  24. The Top 4 Richest Pets

  25. An Introduction To Exchange-Traded Grantor Trusts

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

  27. Helping Aging Parents Manage Their Money

  28. Top Estate Planning Tips For Same-Sex Couples

  29. Does Life Insurance Make Sense When You Retire?

  30. 4 Legal Documents You Should Have In The Wake Of September 11

  31. Estate Planning Law Changes You Need To Know

  32. Ensuring That Your Trust Is Trustworthy

  33. Can You Trust Your Trustee?

  34. 5 Factors Threatening Your Dream Retirement

  35. Advisors: Tips For Providing For Older Clients

  36. 7 Reasons To Review Or Revise Your Will

  37. 6 Estate Planning Must-Haves

  38. 4 Things To Consider Before Becoming An Estate Executor

  39. 4 Ways To Minimize Estate Taxes

  40. 10 Strange Will And Testaments

  41. How To Choose The Right Executor For Your Estate

  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. Getting Started On Your Estate Plan

  50. Planning For The Estate Tax's Return

  51. Three Documents You Shouldn't Do Without

  52. An Estate Planning Must: Update Your Beneficiaries

  53. Refusing An Inheritance

  54. A Look At The Generation-Skipping Transfer Tax

  55. 4 Wealth-Building Secrets

  56. 3 Things To Get In Order Before You Die

  57. Designating A Minor As An IRA Beneficiary

  58. 10 Last-Minute Retirement Tips

  59. Skipping-Out on Probate Costs

  60. Leaving Inheritance To Children Easier Said Than Done

  61. Get Ready For The Estate Tax Phase-Out

  62. 5 Retirement Questions Everyone Must Answer

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

  64. Get A Step Up With Credit Shelter Trusts

  65. New Option For Beneficiaries: Reversionary Annuities

  66. Mistakes In Designating A Retirement Beneficiary

  67. Saving Money With A Private Annuity Trust

  68. Estate Planning For Canadians

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

  70. 5 Things To Consider Before Late-In-Life Marriage

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