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Article-96161

February 12, 2019 |

Understanding Joint Tenancy

There are several different types of shared ownership when it comes to property. One of these is known as joint tenancy. Property that is held ...

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Article-96157

February 11, 2019 |

Considering Your Digital Legacy

When you’re making a comprehensive plan for your estate property, don’t forget all of the materials you have stored online, such as digital files, your ...

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Article-96152

February 6, 2019 |

New Study Shows That Extremely Wealthy Americans Are Getting Younger

The old estate planning myth is that people don’t need the help of a knowledgeable estate planning attorney until they have amassed significant wealth or ...

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Article-96149

February 6, 2019 |

Leaving your Furniture on the Front Lawn?

If you had just bought a new home and packed up all of your belongings to move, you wouldn’t just leave all of your furniture ...

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Article-96145

February 5, 2019 |

Can I Leave Frequent Flyer Miles Behind in My Estate Plan?

You might be able to include other assets outside traditional ones in your estate plan, including frequent flyer miles. Certain U.S. airlines will allow you ...

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Article-96142

February 4, 2019 |

What Was Left Behind by Famous People in U.S. History?

Ancestor.com’s U.S. probate and wills collection provides vast details about what people in the past left behind to their loved ones. Some of the most ...

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Article-96136

January 30, 2019 |

Five Common Goals Associated with The Estate Planning Process

If you’re like most individuals, you already know that estate planning is a good idea, but you might have put it off for one reason ...

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Article-96133

January 29, 2019 |

Does Every Will Go Through Probate?

Probate is a very common legal procedure that many people think of as an expensive and complex process. For simplified estates, however, probate might be ...

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Article-96130

January 28, 2019 |

Who Is A Trustee?

When you think of the process of estate planning, there are two likely instruments that pop into your mind; a trust and a will. Wills ...

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Article-96127

January 23, 2019 |

What Are the Pros and Cons of Using the Probate Process?

The probate process should run quickly and smoothly, but this is not always guaranteed and the leading reason why people choose to use estate planning ...

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Recent Posts

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Explore five tax-aware strategies investors use to manage portfolio capital gains, including tax-loss harvesting, basis step-up planning, and trust strategies. Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains For many successful investors, managing capital gains taxes becomes increasingly important as portfolios grow and liquidity events ...

<p>The post Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>