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Money points out in “4 Things You Should Know Before You Make Your Own Will,” the definition of “closest Anything in joint name or payable to a named beneficiary, like life insurance policies or 401(k)s, is

At this point, it is premature to plan for the elimination of step up in basis or an increased capital

that requires agents to act jointly, the bank may decide to reject power of attorney documents with joint

Consider Long-term Care Options At some point in most people’s lives, long-term care will be necessary

Here are some key points about trusts for person with a disability: They protect the person with a disability's

no longer need double duty for state and federal tax filing because the Supreme Court ruling allows joint

At this point, his estate exceeded tens of millions of dollars due to the rising popularity of The Doors

., Amazon, Etsy, eBay) Gaming tokens Virtual avatars Points-based loyalty programs (e.g., for groceries

By arranging for a simultaneous death clause, families can mitigate many of the most common pain points

Typically, a healthy spouse can keep half of the joint assets up to a certain ceiling plus enough income

can defer up to $2,500 per year of your pretax salary ($5,000 per year if you’re married and file a joint

It can be easy to point out when someone else may have dementia, but it can be difficult to recognize