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How Long Should You Keep Important Documents?

How long should one keep old tax returns, estate plans, house closing papers, and other important documents?

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Estate Administration Details that TV and Movies Get Wrong

Because of widespread embellishments in television and movies, people often develop misconceptions about estate planning.

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Beware of Nonlawyers Acting Like Lawyers

Relying on nonlawyers to help with estate planning forms or provide legal advice can pose significant risks.

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Buyer Beware: How to Avoid Estate Planning Scams

To avoid becoming a victim of estate planning fraud, it is important to identify the different forms that estate planning fraud may take.

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The Difference between Lifetime and Deathtime Planning

A comprehensive estate plan is about ensuring that your medical and financial decisions can be made by someone that you trust.

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Important Questions to Ask When Investing in a Vacation Property

Here are some important estate planning questions to consider to ensure that your place of happy memories is protected.

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Don’t Let This Crucial Question Derail Your Estate Plan

Crucial to a successful plan is your ability to address two major questions: Who will get your stuff when you die, and how do you want those individuals or charities to receive that stuff?

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Assisted Reproductive Technology and the Real Impact on Estate Planning

Although it may be surprising, ART can have a major impact on estate planning for families who use it to have children.

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Don’t Let Your Cryptocurrency Give You and Your Loved Ones Nightmares

Although cryptocurrency may be one of the latest investment strategies, make sure that you do not leave your estate plan vulnerable.

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Difference Between Transfer on Death and Payable on Death Designation

Before deciding whether to set up a POD or TOD account, it is important to know the difference between them, understand their pros and cons, and talk to an attorney about how they fit into your estate planning goals. 

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