An inheritance might seem like a positive event or a beneficial financial windfall, but there are several circumstances in which declining an inheritance might be a good idea. If you comply with certain requirements, the law does allow you to refuse an inheritance if you choose. This rejection is called a “disclaimer,” and is defined […]
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No grieving family wants to add identity theft to their list of worries during an already difficult time. Unfortunately, a growing number of identity thieves have targeted the identities of deceased people and older adults, using names and other identifying information to obtain credit cards, loans, refunds based on fraudulent tax returns, and even false […]
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If your loved ones or family members decide to contest your will or trust after you’re gone, the results can be financially and emotionally disastrous for everyone involved. Your loved ones can be torn apart, your wishes disregarded, and your estate depleted, and you won’t be able to control the process at that point. But […]
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Our own mortality is an unpleasant and difficult thing to think about, and even though a Revocable Living Trust and a Last Will and Testament are very important, it can at times be hard to find the motivation to sit down and complete these emotionally challenging documents. If you’ve made an effort to begin the […]
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Losing a beloved relative or friend can be overwhelming, and handling the person’s complicated affairs in the wake of such a loss only adds to the stress. During this difficult time, many families look for ways to tie up loose ends and distribute the assets of the deceased as expediently as possible. To do so, […]
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Discovering your ancestry can be fascinating, which explains why at-home DNA tests have become so popular. These kits reveal details about our pasts, and they make great gifts for loved ones. Unfortunately, these tests aren’t always fun for everyone. When a test reveals an unexpected relative or biological child, this may mean some changes and […]
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Sending a child off to college is an exhilarating experience, and while you bustle around making plans and buying dorm supplies, your heart may be bursting with emotion. Maybe you’re prouder than words can express, but you’re also a little afraid. How can you make sure your child will be safe at their new home […]
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We rely on our friends to help us through life’s challenges, and when you’re setting up an estate plan, it can be very helpful to have a trusted friend or loved one by your side. It’s actually vitally important that you appoint a fiduciary to act on your behalf and carry out your wishes if […]
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The Senate is currently reviewing new legislation that will presumably help seniors prepare for their golden years. Better known as the SECURE Act, Setting Every Community Up for Retirement Enhancement seeks to make Individual Retirement Accounts (IRAs) more appealing to Americans of all backgrounds. Though the legislation has not yet cleared the Senate, the SECURE […]
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If you’ve carefully managed your finances through the years, you may have accumulated a significant amount of assets, and a time may come when the decision-making abilities that brought you here are no longer within your reach. To plan for the day when you are unable to manage your financial affairs, it’s important to take […]
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