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Estate Plan Trusts
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Estate - Clearing Up Estate Document Confusion
Few topics confuse investors more than figuring out what estate-related documents they need. Living Wills, Living Trusts, and Powers of Attorney are just a few of the terms that most find hard to define, let alone understand.
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Estate - Beyond The Living Will
Living wills have received a great deal of attention due to the recent Terry Schiavo situation. Because her end-of-life wishes were in dispute, family members battled each other in the courts over her treatment and care. By having a proper Living Will, you can avoid such confusion. But a Living Will doesn’t ensure you have all your bases covered. There are other equally important documents you must have in place.
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Estate - Protect Your Beneficiary's Inheritance
An inheritance is the precious fruit of years of labor. It is an expression of love. Nowadays, more than ever, an inheritance is something that should be protected. All too often, inheritances are squandered or lost because of a lack of planning by those giving it. Read on to discover how to easily change that.
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Estate Planning Made Easy....Easier
A major intergenerational transfer of wealth is underway, like nothing before seen in this country-or the world, for that matter. Estimates from the Federal Reserve Board have the richest 5% of U.S. households likely to pass along nearly 60% of the nation’s wealth within the next 50 years.
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Heirloom Antiques for the Comfort of Being Home
When you purchase a hand made or antique item today you are buying character and quality that adds to the beauty, comfort and gives you the feeling of being grounded, provides a conversation starter, and sense of being home. Leaving this item to your heirs becomes part of your legacy and intersects their history with yours, and provides a deeper connectedness and sense of home. Some advice on purchasing quality antique or art items that will add to your legacy.
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Estate - Don't Leave Loved Ones In A Lurch
Nothing brings home the importance of having our affairs in order than seeing the effects firsthand in your own family. My mother-in-law's recent death means my family is dealing with the realities of settling her affairs. Her advanced-planning greatly simplified the process. And it will for you, too.
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Tax Sheltered Annuity TSA 403b - What is It?
Tax-Sheltered Annuity or TSA (also known as 403(b)) is an alternative retirement savings plan. Tax-Sheltered Annuity benefits are contributions to a Tax-Sheltered Annuity are done through a payroll deduction and are therefore taken out pre-tax. Rollover funds into other investment options such as 401(k), another 403(b) or Individual Retirement Account (IRA). Unlike deferred annuity, there are contribution limits of Tax-Sheltered Annuity. Tax penalties, income tax and excise tax on Tax-Sheltered Annuity.
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When Not to Name Your Spouse the Beneficiary of Your IRA
Have you blindly named your spouse as the beneficiary of your IRA? Is this your best choice? Depending on your situation and objectives, other beneficiary elections may be better. Here are three options you may not have considered.
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An Endowment Will Last Forever
An endowment can be a great way to gift money or property to an institution. It stipulates that the gift be invested and the principal always remain intact. This means that the institution will have a continuous flow of funds from the interest.
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Second Marriages and Estate Planning
You have gotten remarried and are thinking of the original Estate plan you drew up. Will it cover this new extension of your family? Will you find that either your first wife and/or kids will inherit all of it, leaving your new wife and possibly new child without anything? Or what if your new wife wants nothing to do with your assets and demands that papers are drawn up stating that what's hers remains that way and you keep what's yours? If any of these scenarios are true, you need to look into adding onto or changing your Estate plan.
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