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Beneficiaries: What Not to Do

Beneficiaries are common designations in retirement accounts, wills, and trusts, so chances are you have one. A beneficiary is an individual (or legal entity) to receive the proceeds from a financial product or vehicle when the owner passes away. What…

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Creating Wills for Blended Families

Even in cases of inheritance, American families often treat stepchildren the same as biological children. This is particularly true where stepchildren are part of a blended family from an early age. Biological siblings may have different feelings about a stepchild…

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Surviving Spouse Estate Planning

When you lose a spouse or long-time partner, you have a hard time focusing on anything else but the loss you are grieving. However, it is crucial to understand there are important and timely decisions you need to make regarding…

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