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What are the Pitfalls of a Charitable Remainder Trust?

A charitable trust can be set up in different ways and have various tax impacts. Two common types are the charitable remainder trust and the charitable lead trust. There are also variations within these categories.
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Posted on: April 5, 2022

How Is Florida Creating a Guardianship Database?

The [Florida] Legislature has agreed to create greater transparency in the guardianship process, a top recommendation of the Guardianship Improvement Task Force.
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Posted on: April 4, 2022

How Do I Protect Myself and My Children in a Second Marriage?

Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
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Posted on: April 1, 2022

What Can I Do Instead of a Stretch IRA?

Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
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Posted on: March 30, 2022

Cryptocurrency and Estate Planning: What Executors Need to Know

My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
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Posted on: March 28, 2022

Can I Add Children’s Names to my House Deed?

It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.
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Posted on: March 25, 2022

Can Grandchildren Receive Inheritances?

Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
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Posted on: March 23, 2022

Do You Have to Pay Taxes on Inherited IRAs?

Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
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Posted on: March 21, 2022

Are Millennials Estate Planning?

As the coronavirus pandemic increased anxiety and upended many lives, it led U.S. millennials to get more serious about end-of-life planning.
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Posted on: March 18, 2022
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