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We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025.
You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.
Small but full of charm, you could imagine gardeners or labourers for the estate living here in days gone by. But now, it's been decked out with all the mod cons, including a hot tub - and has ample ...
33,950 people played the daily Crossword recently. Can you solve it faster than others?33,950 people played the daily Crossword recently. Can you solve it faster than others?
Old versions of these forms are almost never modified. Other estate planning forms such as wills or revocable trusts are typically modified when there are changes in net worth, the law (mainly the ...
It is difficult to determine Gene’s true intentions in his will, but as a result of poor planning, the law will dictate the distribution of his estate. Betsy’s last will and testament named ...
The political calculus involved with the details of estate planning next year and beyond may be distracting financial advisors and clients from a larger, simpler conversation, one expert says.
You spend extra time thinking about and planning for an unknown future for your child. You might also enter the world of government benefits, which can be a blessing but also very confusing.
Getty Images/iStockphoto Take the ... trust-owned assets often fall outside the estate. And a will won’t help with business continuity, incapacity planning or end-of-life digital asset control.
You don't need a hefty bank balance or massive estate in order to need a will and ... said most high-net-worth clients have been planning for the changes for years and already have their wishes ...