Category: Estate Planning

Can I Disinherit Anyone I Want?

So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.

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How Do I Make Sure My Wife Gets the House When I Die?

I am currently married but I purchased a home from my mother before my marriage. I added my younger sister to the deed at the time of purchase, so the house would remain in the family if something happened to me. I have been paying the mortgage and bills myself for three years now. However, now that I’m married to a great woman, who would get the house when I die?

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Does Sense of Smell Impact the Onset of Dementia?

Seniors who can identify smells like roses, turpentine, paint-thinner and lemons, and have retained their senses of hearing, vision and touch, may have half the risk of developing dementia as their peers with marked sensory decline.

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How Current is Your Estate Plan?

Most people do not update their estate plans often enough. The most common (and most absurd) excuse for not updating planning, that most advisers hear is: Nothing has changed.

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Use A Dynasty Trust to Protect Your Wealth

Movie scenes where a deceased tycoon’s will is read to a roomful of shocked and bitter relatives make for great drama, but drama is the last thing anyone wants, when seeking to preserve an estate for future generations.

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The SECURE Act and Your Retirement

While most of us had stockings and menorahs on our minds, President Trump on Dec. 20 signed the Secure Act that makes the most significant changes in retirement accounts we’ve seen in years.

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