The recent news hoopla over Casey Kasem illustrates an important lesson for planning your own estate: things may change when you throw a second marriage into the mix, calling for a re-evaluation of your plans. There are many things that should be addressed in estate planning where a second marriage has occurred. Doing so will help prevent problems and lay the groundwork for plans that actually carry out your wishes rather than spark legal battles among family members.
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May 27, 2014 | Beneficiaries
The recent news hoopla over Casey Kasem illustrates an important lesson for planning your own estate: things may change when you throw a second marriage ...
Learn MoreMay 26, 2014 | Asset Protection Planning
In the even that a foreign partnership owns foreign bank accounts with aggregate balances over $10,000 (US) on any particular date, the business owner should ...
Learn MoreMay 23, 2014 | Asset Protection
A transfer of assets outright may not be the best solution as this has been known to create undesirable outcomes. In the case when planning ...
Learn MoreMay 22, 2014 | Beneficiaries
Those who have spent a good amount of time contributing to their IRA might have questions when it’s time to decide beneficiaries. For example, is ...
Learn MoreMay 21, 2014 | Creditor Protection
Your individual estate plan is going to depend largely on your personal situation and the goals you have for your assets. That being said, one ...
Learn MoreMay 20, 2014 | An S Corporation Tax Strategy: Can You Eliminate Current Income Taxes on Company Profits?
In a recent article by the Wall Street Journal, a potential possibility for limiting tax liability is being considered on the heels of the two ...
Learn MoreMay 19, 2014 | Asset Protection Planning
It’s very rare that anybody has covered all possible risks in terms of their wealth management when it comes to income and cash flow, guaranteed ...
Learn MoreMay 15, 2014 | Durable Power of Attorney
What if you already executed a power of attorney some years ago and now want to change that person? Is it as simple as revoking ...
Learn MoreMay 14, 2014 | Beneficiaries
New research from the Insured Retirement Institute shows that although nearly two-thirds of older individuals considered leaving an inheritance behind important in the past, those ...
Learn MoreMay 13, 2014 | Asset Protection Planning
A common question from trustees, officers, directors and volunteers at nonprofit organizations is to what extent these individuals face liability as representatives of the organization. ...
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