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Why Is Estate Planning Review Important?

Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
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Do You Need a Revocable or an Irrevocable Trust?

There are two main kinds of trusts: revocable and irrevocable.
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Can I Add Children’s Names to my House Deed?

It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.
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Is It Important for Physicians to Have an Estate Plan?

Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.
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Cryptocurrency and Estate Planning: What Executors Need to Know

My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
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How Do I Talk to My Parents About Estate Planning?

If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. But because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off — and even more pleasing to avoid them altogether. If there’s a lesson to be learned from the pandemic, however, it’s that waiting until the last minute to prepare is seldom a good idea.
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Should I have a Charitable Trust in My Estate Plan?

A charitable trust allows you to donate assets to a chosen tax-exempt charitable organization or nonprofit and comes with certain tax benefits to help you minimize what you might owe to the government.
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Are Millennials Estate Planning?

As the coronavirus pandemic increased anxiety and upended many lives, it led U.S. millennials to get more serious about end-of-life planning.
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What Does an Estate Plan Include?

A will is first. In essence, a will spells out who will get your stuff, in what proportions they will get it and in some instances at least, upon what conditions.
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Why Do So Few Black Americans Have Wills?

When actor Chadwick Boseman died, he didn’t have a will. Neither did recording artists Prince and Aretha Franklin. Each time the news broke, there was surprise that such notable names hadn’t made estate plans. Yet, estate planning isn’t as common as experts argue it should be, particularly among Black Americans.
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