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What Does It Mean to Be an Adult’s Legal Guardian?

To say there’s intense international interest over how pop star Britney Spears lost control of her estimated net worth of $60 million, as well as most of her personal and medical decisions, would be a gross understatement.

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Should I Delay Filing for Social Security?

In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.

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What Items Should Not Be Stored in a Safe Deposit Box?

Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.

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How Can I Conduct a Family Meeting about Family Wealth Planning?

When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.

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If I Have a Will, Do I Have an Estate Plan?

While a will is often part of an estate plan, an estate plan covers much more ground.

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Can You Protect Yourself or Loved Ones from Financial Elder Abuse?

Recent studies estimate that 39.6% of Americans 65 years of age or older are victims of financial abuse.

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What Is the Best Thing to Do with an Inherited IRA?

Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.

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When Should You Fund a Trust?

For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.

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Do I Have to Give My Husband’s Children from First Marriage Anything When He Dies?”

Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?

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Gift-Tax Exemptions are Treated Differently by IRS and Medicaid

Most people have heard that each individual is allowed to gift $15,000 per year to another person without paying a gift tax. However, exactly what the gift tax is, and the consequences of going beyond $15,000, are less clear.

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