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November 22nd, 2010

Taking Inventory of Your Assets

(Estate Planners) - When making out a last will and testament, inventorying your assets is unavoidable. Using a form to account for what you have is certainly the easiest approach, but including all of your assets in your will is necessary to make sure that everything that you own is accounted for and distributed according to your wishes.

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November 15th, 2010

What are Bond and Income Funds

(Estate Planners) - For individuals looking for a fixed income from their financial investment, bond and income funds can be a good option. Bond funds focus primarily on bond investments, in combination with other types of debt securities. The type of bonds and debt instruments will vary according to the fund, but may include mortgage-backed securities, government and corporate bonds, and other bond investments.

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November 1st, 2010

Asset Protection Planning: How Do You Go About Protecting Your Assets?

(Estate Planners) - Proper asset protection should be an important part of financial planning. Without a good plan in place, everything you've worked so hard for could be seized as a result of a lawsuit, judgment, or other situation that could jeopardize your finances. However, asset protection is one of those things that you must plan ahead for. If you wait until

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October 25th, 2010

Asset Protection Trust: What is it? How Do You Set One Up?

(Estate Planners) - "Asset protection trust" is a rather broad term that covers a wide array of legal solutions. This kind of trust is generally put in place in order to ensure that financial assets and funds are to be held in a discretionary fashion. There can be a number of different reasons why these trusts are set up, such as to avoid excessive taxation, provide protection for certain assets in the case of a bankruptcy, or to mitigate

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October 18th, 2010

What is Asset Protection?

(Estate Planners) - Asset protection is a term that is often referred to by estate and financial planners. The term can be used to explain a number of different concepts, but in most cases it refers to legal techniques that can be used to provide protection for an individual or company's assets. There are laws in place which have been designed to protect assets, such as investments, bank accounts and real

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October 11th, 2010

Who Are Estate Planners and What Do They Do?

(Estate Planners) - The term "estate planner" is actually a rather broad term. In many cases, estate planners are attorneys. However, in other cases, there are financial advisors, insurance planners, and even CPAs who refer to themselves as estate planners. The type of estate planner needed is primarily determined by what you are trying to accomplish, as well as your specific situation and needs. If you are thinking about estate planning and don't

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September 21st, 2010

The Sandwich Generation Feels The Squeeze

(Estate Planners) - Waves of demographic change can often have significant economic and social implications, particularly for the lives of the people behind the numbers. Look at the current impact of wrinkles in birthrates, history and new developments in medicine and technology on the "greatest generation" who lived through the Great Depression and World War II to today's retiring baby boomers and generations "X" and "Y" in the throes of raising families, paying bills, and saving for retirement. Regardless of your age, when you are the central figure

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September 21st, 2010

Estate Planning

(Estate Planners) - Estate planning involves making decisions about what will happen to your property and assets after you die. Planning ahead of time exactly how you want your assets distributed and to whom will make your passing easier on your family and friends since your final wishes will be clearly defined through documents such as a will, a power of attorney, a medical power of attorney, and funeral arrangement requests. Estate planning

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September 21st, 2010

Estate Planning Attorneys

(Estate Planners) - Estate planning attorneys specialize in areas of the law that affect the property that a person leaves when he dies. Estate planning attorneys assist their clients in making decisions about how their estate should be handled while they are living in order to plan for their eventual death. One of the main areas estate planning attorneys will focus on is the tax consequences of different courses of action. Naturally, the main goal will be to minimize the amount of taxes

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