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Five Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving family money beyond a few generations isn't an easy task.
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Six Steps to Simplify Your Estate for Your Heirs
A simplified estate strategy will expedite the settlement of your estate after you're gone, lower audit risk, reduce costs and cut your beneficiaries' stress.
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Three Actions to Protect Wealth Transfer Amid Tax Uncertainty
How should families plan to pass on their wealth amid ongoing uncertainty over estate taxes? Even if TCJA provisions are extended, they might still be temporary.
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Want to Create a Lasting Legacy? Four Issues to Address
To ensure a lasting legacy, you must have a clear plan for how your wealth will transfer, including mitigating taxes and avoiding pitfalls for your heirs.
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States That Won't Tax Your Death
Estate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
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Here's How Estate Planning Can Make Your Retirement Easier
These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years.
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Heirs Inheriting Crypto? Don't Make It a Headache for Them
If you have cryptocurrency in your estate, you'll need meticulous plans and clear instructions to ensure beneficiaries don't lose out after you're gone.
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Prepare Your Family for the Financial and Legal Aftermath of Your Death
Taking these steps now can help ensure your family isn't overwhelmed with uncertainty later on.
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A Good Estate Plan Requires Four Key Elements
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish the following basic goals.
