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Federal estate taxes are no longer a problem for all but the extremely wealthy. However, several states have their own estate taxes and inheritance taxes that could still hit your heirs.
As government programs do not cover all expenditures related to these categories, ABLE accounts can be used to pay for shortfalls.
The way in which assets are titled can be vital.
Stan Lee’s estate is one step closer to clearing up a messy legal battle involving accusations of exploitation and elder abuse by the comic book legend’s inner circle, with the settlement of a lawsuit against Lee’s former business manager, Jerardo “Jerry” Olivarez.
Regardless of the preferred record-keeping mode, most people have some sort of digital footprint, making it important to know who would have access to your digital assets if you became incapacitated and how those assets would be distributed in the event you pass away.
Avoidance of estate taxes is one consideration in estate planning.