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How to Transfer Business to the Next Generation

Failing to properly plan for disability, death, or the ultimate transition of a family business can lead to disastrous financial consequences for both the business and the family.
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Estate Planning Mistakes That Lead to Breach of Family Harmony

Some estate planning decisions can lead to terrible family rifts that never recover.
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How to Prepare for a Disaster: Emergency Documents You Need

If you knock time and money off the excuse list, you can take care of some important estate-planning tasks.
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What’s More Important: Estate Plan or Trust?

Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways.
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Probate Planning: Settling Your Estate

The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money.
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Don’t Miss Out on Estate Planning Opportunities

People often overlook critical steps when they are doing their estate planning.
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Unequal Inheritances: What Happens Behind-the-Scenes?

Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.
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Estate Planning for Different Ages and Stages of Life

An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
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5 Major Missteps in Your Estate Planning

It goes without saying that everyone should have an estate plan.
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6 Steps to Prevent Family Fights over Inheritance

In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.
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