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Can a 529 Plan Help with Estate Planning?

You can set up a 529 savings plan account for any beneficiary. You can also set up accounts for as many beneficiaries as you want.
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What Is the Best Asset Protection?

Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
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What Is Included in an Estate Inventory?

One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
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Should Each Child Get Equal Inheritance?

Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
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Is an Estate Plan Battle Looming?

If you own any property at all, you probably know about estate planning. You can decide what happens to your assets after you die, of course.
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What Is a Residuary Estate?

In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.
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Can an Executor or Trustee Take the Money and Run?

Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.
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Charitable Giving: Leaving Money to My School in My Estate Plan

A love for nursing and a desire to help young people prompted a Norfolk man to include a nursing scholarship at Northeast Community College in his estate planning.
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Professionals and High Net-Worth Families Need Estate Planning

Physicians may deal with life and death issues every day. However, few may want to think about the eventuality of their own end.
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Can Estate Plan Be Created without My Spouse?

I’m looking for guidance on where to start with planning in case something happens to me or my husband.
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