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Life insurance and annuities can play an essential role in estate planning. Having a special needs child is tough, preparing …
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The federal tax on a generation-skipping transfer of wealth would apply only if the amount exceeded $5 million. Which is …
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Once this happens, the personal representative can then distribute the remaining assets to heirs and pay any necessary fees. Now, …
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Likewise, most attorneys…myself included…will give the client several xerox copies or a PDF, all of which are stamped with the …
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If you have many assets, you may need to have a Will, a living trust, a power of attorney, and …