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Estate Planning Blog

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Can You Successfully Disinherit a Family Member?

Posted on: November 22, 2023
If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?
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What are Big Mistakes for Vets to Avoid When Applying for Benefits?

Posted on: November 16, 2023
As veterans try to get the full extent of their earned benefits as quickly as possible, there are a few key mistakes to avoid and some resources can make a world of difference.
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How to Handle an Inheritance

Posted on: November 16, 2023
It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.
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Power of attorney

Why You Need Two Kinds of Power of Attorney Documents

Posted on: November 6, 2023
Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
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Estate Planning Myths Debunked

Posted on: November 2, 2023
In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people's families.
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Couple filling out their wills form

What Happens When the Second Parent Passes?

Posted on: October 25, 2023
However, settling the second spouse's affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.
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Three More Reasons to Have an Estate Plan

Posted on: October 13, 2023
Estate planning not only makes things easier for your loved ones if you become incapacitated or when you’re gone, but it also does these three important things.
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What if Your Life Insurance Beneficiary Predeceases You?

Posted on: October 6, 2023
If you have life insurance, you know you were required to pick a single or multiple beneficiaries when you purchased your policy. When you die, the beneficiaries receive the payout from the policy.
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How Does the IRS Rule on Inherited IRAs Work?

Posted on: August 30, 2023
Before the original SECURE Act, IRA owners who died were able to leave their accounts to their children, grandkids, or other non-spouse individual beneficiaries, and heirs could stretch required minimum distributions (RMDs) over their own lifetimes, thus allowing the funds in the accounts to grow tax-free for decades.
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