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August 1st, 2011

What is a Complex Trust?

(Estate Planners) - All trusts must be classified in one of two ways for the purpose of paying federal income taxes – as a simple trust or a complex trust. Basically, a complex trust is one that cannot be classified as simple. In a nutshell, the complex trust is one that contains provisions for charitable gifts, an income stream, or concerns other types of wealth distribution.

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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 29th, 2010

Why You Need a Last Will and Testament

(Estate Planners) - No one likes to think about dying, but the truth is that none of us will live forever. If you have been putting off making out a last will and testament, there is no time like now, when you’re young and healthy, to do just that. Wills are not just for the elderly or the super-rich. If you die before making a will, your assets will be distributed according to the law, not according to your wishes.

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