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Avoid These Four Retirement Snafus

Miss these four factors and even the best retirement plan will fall apart fast. Spare yourself and your loved ones the high costs and stress that take many people by surprise. If you don’t plan for these big four elements…

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You Can Avoid These Common Mistakes in Estate Planning

It’s challenging to be faced with the business of settling an estate, when you are still grieving. That’s why it’s a kindness to put an estate plan in place that spares your family the additional pressure. Lacking an estate plan,…

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How Beneficiary Designations Can Doom Your Estate Plan

Dotting the i’s and crossing the t’s makes all the difference when it comes to estate plans. If beneficiary designations are not up-to-date, unintended individuals like ex-wives can end up with the surprise gifts! Until all the detail work has…

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Will a Living Trust Really Work Better Than a Will?

The potential for avoiding the process and costs of probate makes some people feel like living trusts are the answer to their estate planning problems. However, there are certain limitations and costs associated with trusts, which need to be considered…

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Can You Use a Trust to Fund Higher Education?

This approach isn’t for everyone, but if your assets are large enough that you may be facing estate tax issues, a trust may reduce your potential future estate tax, while funding the costs of college education. The 529 college savings…

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Watch Out for Uncle Sam’s Penalties in Retirement

If you thought retirement was all fun and games, think again! Penalties for missing deadlines, failing to take distributions in a timely manner and other mistakes, can have a big impact on retirement finances. Taxes are just one of the…

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If You Have Minor Children, You Must Have an Estate Plan

It’s heartbreaking, but it does happen: both parents die unexpectedly, and there’s no will, and no one has been named a guardian. Who decides who will raise your children? Being a good parent means being responsible for the well-being of…

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