Category: estate plans

How Seniors Pay Income Tax


Most pay or lose more than they think.

No One Likes Unpleasant Surprises


You can overcome unpleasantness when you can anticipate it.

Charitable Donations In A Will


You may be surprised to find people don’t fully trust charities any more and the donations show.

Paying The Bills In An Estate


The liability is just a number. Getting the money to make the deposit is where the problems arise.

More From Testing The Dynamic Estate Planning Model


It’s coming along and can handle relatively simple estates now.

Estate Planning With Monuments and Heirlooms included


Many estates have difficult assets within them. Be careful

Familiar Rules Break Down


Investing is not just about picking the right stocks. It must fit your goals and circumstances.

Unaddressed Estate Issues Create Problems And Delay


Every complicated estate can be simpler if you start early enough.

Thinking About Your Estate Plan


Examining your estate from several viewing points will show defects and opportunities

A Wrinkle In Your Estate Plan


The more you consider now, the easier it will be for your executors and heirs.

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