Where Should I Store My Will?
Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in chaos.
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Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in chaos.
Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.
However, settling the second spouse’s affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.
Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries.
Pre-planning is the secret to saving costs on funeral expenses. Here are six ways to cut the costs on end-of-life services.
If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?
It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.
Receiving a financial windfall like an inheritance can be an emotional time — one that might prevent you from seeing the bigger picture.
Stay the course. Don’t overreact. Think long-term.
Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families.
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