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March 21st, 2011

What is a Revocable Trust?

(Estate Planners) - If you have concerns about how the beneficiaries of your estate will manage their inheritance when you have passed away, a revocable trust may be the best option for you. There is often at least one heir in the family who has trouble managing their money, and leaving that individual with a large sum could end up with disastrous results.

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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 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 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

Wealth Transfer

(Estate Planners) - As political change sweeps through Washington, D.C., the future of the Estate Tax is far from settled. Under the current law, the tax on the value of your estate declines to zero in 2010, but is scheduled to reappear with a vengeance in 2011 with rates as high as 55% and hitting estates as small as $1 million. Subsequent modifications between now and January 1, 2011, by Congress and the President Obama are likely

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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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