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Retirement and Estate Planning: Unmarried Couples vs Married Couples

Although some couples remain unmarried to protect their estates, that strategy may backfire if you end up paying estate taxes….

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Not So Strange Bedfellows: Your Financial and Estate Plans

“It’s important not to look at financial planning in a vacuum. Estate planning is intertwined with the financial plan.” According…

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Retirement Planning Advice for Farms and Ranches … and Any Small Business

Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan….

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What Happens to Debts When a Loved One Dies?

Anyone can die leaving debt behind. Spouses and families should help prepare or revise estate plans to address current credit…

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Divorce Will Impact Your Estate Planning

Once you’re divorced one forward moving goal should be to immediately create a new estate plan — a will or…

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Don’t Just Think about Your Estate, Plan for It!

The sad truth is that most of us — some 70% of adult Americans — have neglected to write a…

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PBS Series “Downton Abbey” a Good Example of Estate Planning Lessons

Although this high-end PBS costume drama is spins stories from about a century ago, many of the issues are relevant…

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