What Is Estate Planning?
Estate planning is a process to consider alternatives for, to think through, and to set up legally effective arrangements that would meet your specific wishes if something happens to you or those …
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How to Obtain a Death Ceritifcate
When you are helping to wrap up the affairs of the deceased, you will probably need a death certificate to get access to bank accounts, safety deposit boxes and insurance proceeds. It is …
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What Sorts Of Instructions Are Made As Part Of An Estate Plan?
An estate plan consists of one or more documents that set forth instructions. Some documents are used to control health care decisions, others control your property in the event of your incapacity, …
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What are the differences between annuities, IRAs, and 401(k) plans, and how do they fit into my estate plan?
Annuities, individual retirement accounts (IRAs) and 401(k) plans are all types of investments that can help you plan for retirement, as well as for the inheritance that you wish to leave your children. All of these investment options may provide tax-deferred growth and certain other tax advantages, depending on your situation. Furthermore, all of these options exclude your invested …
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Naming a Guardian for Your Children
Are you, like many parents, overwhelmed thinking about appointing a guardian for your children? Should something happen to you, your choice of a guardian will be the single most important decision that you make for your children. The guardian will take over the day to day aspects of parenting your children. It is the guardian who will accompany the children to doctor’s …
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