A will is an expression of your wishes—what you want to happen to your assets after you die. And, yes, all wills must go through some kind of probate process before they can go into effect. What is Probate? Probate is the legal process through which the court makes sure that, after you die, your will is legally valid, your debts are paid and your assets are distributed according to th...
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Generally speaking, all titles and beneficiary designations should be changed to your living trust. But there are some exceptions, including IRAs and retirement plan benefits, and your attorney will be able to advise you about them. Regarding life insurance policies, it will depend mostly on the size of your estate—and if it will be subject to estate taxes after you die. Federal estat...
A corporate trustee is a bank trust department or trust company. Its employees can help you build, manage and protect your wealth when you put your assets in a trust. There are several benefits of having a corporate trustee involved with your trust.Experience. Managing trusts is their business. They are familiar with all kinds of trusts, tax and estate planning strategies, and the legal res...
Taking Away Dad’s Checking Account
Fox Business News interviews WealthCounsel Member Merrell Bailey
Reuters quotes Matthew T. McClintock in article regarding estate planning.
More heirs wait as wills dole out money slowly
Tax Tip: Figuring Out Your Stock's Cost Basis
IRS 2011 Audit Rates Show Estate Tax Returns under the Microscope
Don't Gamble With Gift Tax Returns
Obama Budget Endangers Some Estate Planning Techniques
Estate Planning Moves BEFORE Sequestration Is Resolved
New Ways to Minimize Income Taxes for Estates, Trusts and Beneficiaries
New Estate Tax Rules Call for New Planning Tactics
Advisors Struggle to Serve Aging Boomers: Report
Want to Avoid the Estate Tax Cliff? Five Ways to Help
What a Tangled Web We Leave
The Wall Street Journal
Investors Worry More About Long-Term Care Than Retirement Planning: UBS
What the “Fiscal Cliff” Resolution Means for Personal Estate Planning
The Deadline Every Married Person (And Financial Advisor) Needs To Know About
Estate Tax Law: The Meaning for Annuities
The End of a Decade of Uncertainty Over Gift and Estate Taxes
New York Times
Fiscal Cliff Deal Repeals CLASS Act, Creates Long-Term Care Commission
New Year Resolution: Getting Your Insurance Coverage in Order for 2013
The Promise and Risks of Medicare Managed Care
6 Reasons You Should Love New Estate Tax Laws
Congress Urged To Create Tax-Free Disability Savings Accounts
Finally, Estate Planners Can Read The Tax Code - Not The Tea Leaves
Resources and News Archives
Financial Planning/Life Insurance Planning
Special Needs Planning
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- What and When Should You Tell Your Children About Their Inheritance?
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- Yes, Time IS Running Out to Save Unprecedented Amounts in Taxes
- Just How Important is Your "Legacy" to Your Kids?