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are jointly owned by you and your spouse, like bank accounts, as well as retirement benefits and life insurance Fortunately, there are some tactics to implement now to help ensure that your estate avoids the probate

you want to receive if you become disabled, make business transfer arrangements, and specify how life insurance will be used for your family if you die unexpectedly—or disability insurance if you become disabled.

we leave behind, who must deal with the pain and grief of losing a loved one and with legal matters, insurance

In order to protect your loved ones and ensure that your intentions are clear and carried out, you must Events in your life may have changed, so examine your will with your estate planning attorney to ensure These designations on your financial accounts, like your 401(k), IRA, retirement plan, and insurance

This should include life insurance policies, wills, property deeds, car titles, and bank account and

Anything in joint name or payable to a named beneficiary, like life insurance policies or 401(k)s, is

Any net investment return above the loan rate is considered a tax-free transfer of wealth to the younger are frequently used by wealthy individuals who want to pass down appreciating assets to heirs without incurring Meet with an experienced estate planning attorney to determine if these wealth transfer strategies make

With an estate plan, you can can ensure that there are guardians named who can care for your kids if

They’re diligent about reviewing their estate planning documents frequently to ensure that they are up-to-date the following: Estate Planning Attorney contact info; Bank and investment brokerage account numbers; Insurance

things to think about” that there are several things to think about in terms of how you’re managing your wealth the year because tax season provides a great opportunity for people to think more holistically about wealth

Even if you’re not ultra-rich and your wealth is well below the federal estate tax threshold of $5.45

Court filings show the NFL’s finance rules won’t allow Benson to use his personal wealth, which includes