Wills & Estate Planning

Estate Planning: Common Concerns and How to Address Them

Estate planning is the process of addressing a number of important issues that everyone will eventually need to face. This section is intended to summarize ...
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Charitable Giving and Social Capital

“Social capital” is essentially money or other assets which will be used for activities which benefit either the government or society. When you pay taxes, ...
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Goals of Estate Planning

1. To Select And Empower Trusted Individual(s) To Handle Your Affairs If You Become Incapacitated. Estate planning deals in part with providing for your own ...
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Major (But Temporary) Changes Just Made to the Estate Tax, Gift Tax, and Generation-Skipping Transfer Tax Laws

Just past midnight on December 17, 2010, the federal House of Representatives voted to pass “The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act ...
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Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction

You (or someone you know) may have heard that a Revocable Living Trust (often referred to simply as a “Living Trust”) is necessary for everyone.  ...
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Converting a Regular IRA to a Roth IRA

Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity for many clients. This conversion allows you ...
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