What is estate planning?
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What is estate planning?
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New Changes to Retirement Rules Could Impact Estate Plans—Here’s What to Know Recent legislation has introduced updates that could affect how inherited retirement accounts are taxed. Many families aren’t aware that beneficiaries may now be required to withdraw funds within a 10-year period, which can create unexpected tax consequences. This is just one of several estate planning issues that could impact what you leave behind. For example: Many trusts are never properly funded—leading to probate
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If you’ve tried taking care of your will and you’ve wound up stressed, frustrated, and spinning with no results after months (or even years) of hard work — it could be that you’re in over your head It only makes sense: Every family is different. So every estate plan is going to look a little different, too. Right? But you’d be surprised how many people struggle and wear themselves thin because they’re trying to use one size fits all solutions — or a solution that is simply designed for someone w
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