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July 11th, 2011

What is a Statutory Will?

(Estate Planners) - One of the simplest wills is the statutory will. The statutory will is a standard legal form that a testator (person making a will) completes by filling in particular information and checking boxes. The statutory will is binding and considering legally valid in only a handful of states, so simply downloading and printing a statutory will form and then filling it out certainly gives no guarantees that it will ever be accepted in the jurisdiction where you live, unless you have checked to be sure that your state recognizes such a form.

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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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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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