Estate Planning Tools for Wealth Transfer
Proper estate planning does not leave all the transfer of all of your money and assets until the time of your death. Many people, particularly those who have enough assets to be subject to estate tax, must consider wealth transfers while they are living. Wealth transfers should be part of a systemic and organized estate plan that you develop with an estate planning …
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Write Your Will and Take it With You
A large number of retirees, and those who are planning on retiring, look to move to a new state to enjoy a different lifestyle than the one they had while working. This may involve new activities, moving closer to family and friends, or to enjoy a different climate. No longer are retirement communities strictly confined to Florida. In a recent survey by Bizjournals.com only 3 …
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