How to Get Your Estate Plan Done While Under Coronavirus Quarantine
May 30, 2025
If you are quarantined or under a lockdown and can't get to a notary, how can you get your will, trust and other documents executed? Don't give up. There are ways to get it done without leaving home. ...
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Philip Seymour Hoffman’s $12 Million Estate Planning Mistake
May 30, 2025
A few moves could have saved the loved ones of actor Philip Seymour Hoffman a lot of money. Even if you don’t have a $35 million estate, like Hoffman’s, there are some things you could learn from it. ...
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Digital Assets Need to Be a Part of Your Estate Plan
May 30, 2025
With all the electronic bill paying and online banking that goes on today, it's important to make provisions for them. Otherwise, things could get tough for your loved ones later on. Plan for This Now...
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Estate Tax Repeal? Perhaps Not in California!
May 30, 2025
If President Trump gets his way, the days of the federal estate tax may be numbered — but if it's repealed, California may have an equivalent state tax ready to take its place. California Highest Taxe...
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How Trump's Presidency Could Affect Your Estate Plan
May 30, 2025
Potential tax-law changes may turn estate planning upside down, but you still need to make a plan as soon as possible Trump's first Presidency On November 8, 2016, the estate-planning world was turned...
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A Tale of Two Celebrity Marriages and One Prenuptial Agreement
May 30, 2025
Johnny Depp and Amber Heard could've saved themselves a lot of grief if they'd had a prenup. Learn from their mistake. Prenuptial agreements can make a world of difference in a divorce Actors Johnny D...
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6 Estate Planning Tips for Those Approaching Death
May 30, 2025
Consider taking some last-minute action to save your beneficiaries from having to deal with extra costs. Prepare for Incapacity Immediately effective durable powers of attorney for financial matters a...
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3 Key Takeaways from Prince's Estate-Planning Mistakes
May 29, 2025
Even without his level of wealth or musical legacy, you should be sure to have a plan in place for everything you want to leave behind after you die. Avoiding Prince’s Estate Planning Pitfalls Prince ...
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How You Can Reduce Capital Gains Taxes with a Two-Year Sale Strategy
May 29, 2025
You can also save money on net investment income taxes. How a Two-Year Installment Sale Optimizes Asset Liquidation If you plan to sell a substantially appreciated asset, property or business, you can...
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Is Your Estate Plan Truly Complete?
May 29, 2025
In addition to your monetary assets, you should consider what "value legacy" you plan on leaving to your heirs. The Three Essential Goals of an Effective Estate Plan For an estate plan to be truly eff...
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