Does Your Estate Plan Protect Your Adult Beneficiaries?

Does Your Estate Plan Protect Your Adult Beneficiaries? If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again.  In this day ...
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How to Choose the Right Agent for Your Incapacity Plan

How to Choose the Right Agent for Your Incapacity Plan   A common misconception is that estate planning equates to death planning.  But planning for what happens after you die is only one piece of the estate planning puzzle.  It is just as ...
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The Wrong Successor Trustee Can Derail Your Final Wishes

Today many estate plans contain irrevocable trusts that will continue for the benefit of a surviving spouse’s lifetime and then for the benefit of several generations.  Since these trusts are designed to span multiple decades, it is crucial to ...
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2015 Changes to State Death Taxes

If you live or own property in one of the 20 jurisdictions listed below, then you may have a state death tax issue that requires planning.   Currently 20 U.S. jurisdictions collect a death tax at the state level:  Connecticut, Delaware, the ...
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