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The Benefits of Using a Trust in Estate Planning

Having a trust sounds like something that only wealthy people need, but trusts are useful estate planning tools for regular…

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The 50+ Bride (or Groom)

Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. “You’ve had…

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Millennials, This Isn’t Your Parents’ Financial and Estate Planning

Financial planner Joe Pitzl, 34, says Millennials like himself have a different way of absorbing information than their parents and…

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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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Baby Boomers May Not Be Thinking About Their Estate Plan

“If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement,” says…

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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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“House of Cards” on Retirement: You Are Entitled to Nothing

Frank Underwood is not a real person. He’s the crooked politician portrayed by Kevin Spacey in the Netflix series “House…

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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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Retirement Pitfalls to Avoid

In nearly every way you could make a mistake — for example, saving too late — you can also make…

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