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Window Cleaner Could Go to Jail for Lying about Inheritance
A strange case out of the U.K. features a window cleaner, a fraudulent bankruptcy and the possibility of jail time. For years, an elderly...

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Oct 18, 20171 min read
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2018 Estate Tax Exemption Projections
Experts predict that the estate tax exemption for 2018 will increase slightly to $5.49 million for a single person and $10.98 million for...

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Oct 17, 20171 min read
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McClatchy Breach of Trust Case
After years of preliminary matters, a breach of trust case against the McClatchy Trust is finally being argued in court. James B....

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Oct 16, 20171 min read
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Cutting a Child Out
It is not all that unusual for a child to not live up to the expectations of parents. Sometimes parents will be so disappointed when that...

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Oct 13, 20172 min read
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Same-Sex Couples Estate Planning
Legalizing gay marriage did solve most of estate problems for same-sex couples. When the Supreme Court ruled that same-sex couples have a...

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Oct 12, 20171 min read
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Estate Tax Repeal Could Hurt Charities
People who are opposed to eliminating the estate tax are often seen as wanting to do nothing more than to punish the wealthy. However,...

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Oct 11, 20171 min read
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Estate Planning Is Ongoing Process
It is not enough to get an estate plan once and leave it alone for all time. It needs to be constantly reviewed and updated to take...

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Oct 10, 20172 min read
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Unusual Prenuptial Agreements
Prenuptial agreements are a great way to set the terms for what will happen if a couple ever gets divorced or when one of the spouses...

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Oct 9, 20171 min read
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The In-Law Problem
A big concern for many people when they are planning their estates, is that they do not trust the people their children married. They...

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Oct 6, 20172 min read
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When Couples Split Up
Many married couples separate from each other long before they get divorced. They need to redo their estate plans when that is the case....

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Oct 5, 20171 min read
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Writing Your Plans Down Is Important
If you want to have a say in who gets your possessions after you pass away, then you need to get an estate plan or at least write...

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Oct 4, 20171 min read
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Determining an IRA Beneficiary
One of the most important estate planning decisions that many people make, is who should inherit IRAs. For many people, deciding who...

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Oct 3, 20171 min read
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Electronic Wills are around the Corner
Almost all business can now be conducted electronically. Wills are one of the last holdouts, but that is starting to change....

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Oct 2, 20171 min read
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Spousal Election
A surviving spouse has the right to an inheritance, in almost all circumstances. Most people do not want to cut their spouses out of...

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Sep 29, 20171 min read
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Considerations for Elderly Widows
Many elderly women are not fully prepared for what might happen after their spouses pass away. We live in an age where, at least on a...

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Sep 28, 20171 min read
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Hidden Benefit to Physician-Assisted Death Law
California's new law to allow physician-assisted death continues to be controversial, but doctors are starting to see a hidden benefit to...

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Sep 27, 20171 min read
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No-Contest Clauses
One way to make people hesitate before challenging a will or trust, is to include a no-contest clause, which disinherits them, if they...

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Sep 26, 20171 min read
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A Large Bequest for Two Cats
A woman in New York left a large sum of money for her cats in her will. It is becoming fashionable for wealthy people to leave large...

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Sep 25, 20171 min read
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Social Security Reform Unlikely Soon
Everyone in Washington knows that Social Security needs to be reformed. However, that reform is unlikely to come anytime soon. The future...

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Sep 22, 20171 min read
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Online Wills
Today you can not only purchase a will online and download a form to fill out, you can even find websites that will let you create a free...

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Sep 21, 20171 min read
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