Estate Planning

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Estate Planning | Wiseradvisor.com
Estate Planning for Newlyweds

By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to tackle it early. Taking the time to sit down with your spouse and update your estate...
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Estate Planning | Wiseradvisor.com
Just Married? Congratulations! Now, About Your Estate Plan

By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to tackle it early. Taking the time to sit down with your spouse and update your estate...
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Estate Planning | Wiseradvisor.com
Draconian State Estate Tax Rules Drive Migration

By Justin Stoltzfus March 20, 2014 Even with a lot of advice from financial advisors, and some considerable work on protecting capital gains, some unlucky households can find that unanticipated rules on state tax laws can...
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Estate Planning | Wiseradvisor.com
Estate Planners and New Tax Rules: Changes to Know About in 2014

By James O'Brien. If you meet the threshold for?estate taxes, think of 2014 as a landmark year in your planning. The rules surrounding exemptions and gifts have changed, and the impact could be far-reaching for your family...
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Estate Planning | Wiseradvisor.com
Top Ten Estate Planning Goofs

When beginning to plan for leaving their property to heirs, people are confronted and frightened by the high estate tax rates and rush to utilize sophisticated estate planning techniques to avoid them. Yet, there are some...
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Estate Planning | Wiseradvisor.com
Using Charitable Trusts in Your Retirement Planning

Land "rich" and cash "poor". That describes Jim and Angela in a nutshell. While they actually live quite comfortably on their professional incomes, they are getting closer to retirement age and are looking for ways to...
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Estate Planning | Wiseradvisor.com
Bypass Trusts for Married Couples

Protect your assets from taxes with this powerful estate planning tool. One of the ways the federal government generates money is by collecting estate tax, which is a tax on the property you transfer upon your death. In...
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Estate Planning | Wiseradvisor.com
Further Estate Considerations: A Trust to Manage Assets

You will recall that an estate owner's family will be the recipient of capital from four sources in addition to his government programs: his personal assets, real estate, business assets, and life insurance. We have found...
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Estate Planning | Wiseradvisor.com
Using CRTs to Build Family Wealth

If I could show some of you a way to save significantly on taxes and build tremendous wealth in your family, would that be of interest to you? If I could also show some of you how to maximize your retirement savings, would...
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Estate Planning | Wiseradvisor.com
Introduction to Charitable Remainder Trusts

In our last article, we set the stage by discussing how philanthropy can be used to build a family's wealth. Unless you read it, you might be asking yourself: How can I build wealth by giving it away? We started the...
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Estate Planning | Wiseradvisor.com
Thinking Through a QTIP Trust

A common estate plan for married couples is to set up two different trusts: The first trust, commonly referred to as a credit shelter or bypass trust, holds assets to preserve the estate tax exclusion amount. That amount...
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Estate Planning | Wiseradvisor.com
Making Sense Out of Trusts

Many of you have probably heard of trusts used as an estate planning tool to help people distribute their assets as they intended upon their death. While the decision around estate planning is deeply personal, using the...
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