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Minimalism May Be Great for Your Stuff and Finances but Not for Your Estate Plan

An estate plan is one area of your life where you should not lean into the "less is more" mindset.

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Does Treating Your Children Fairly Mean Unequal Inheritances?

Sometimes being fair or doing what is right by your children may mean giving unequal inheritances when estate planning.

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Is an Income-Tax Time Bomb Lurking in Your Estate Plan?

Estate planners must look carefully at each client’s unique family situation to minimize both estate taxes and income taxes.

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Planning for Real Estate in a Foreign Country

Prospective buyers of real estate overseas must be aware of the financial, legal, and tax implications of buying real estate abroad.

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Being Deployed? Here Is What You Need to Do

No matter how soon you are leaving on military deployment, there is still time to ensure that your affairs are in order.

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Estate Planning for Military Families

Whether you are beginning your military service or have been serving for some time, the following may be important in your estate planning.

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How to Minimize the (Voluntary) Federal Estate Tax with Portability

Portability is an important component of estate tax planning for married couples that is used after the first spouse passes away.

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The Lifetime QTIP Trust

Find out the basics of creating a lifetime qualified terminable interest property (QTIP) trust for your spouse.

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Surprise! You Cannot Easily Disinherit Your Spouse

If your deceased spouse has attempted to disinherit you, seek legal advice as soon as possible before state law bars you from enforcing your rights.

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Your Divorce Decree: The First Step in Estate Planning

After a divorce, your estate plan must be evaluated, as your divorce decree and other documentation have a big impact on your legacy.

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