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Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

What Factors Impact Social Security Check?

By: Nick Leydorf
How much money will be in your Social Security retirement check and how much can you keep? For retirees, these are burning questions.
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Posted on: October 11, 2022 |
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No Inheritance Tax for King Charles III

By: Nick Leydorf
King Charles III has ascended to the U.K. throne, but he won't have to pay the U.K.'s inheritance tax on the massive wealth he inherits from his late mother, Queen Elizabeth II. That's because of a deal the royals made with the government nearly 30 years ago.
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Posted on: October 10, 2022 |
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What Should I Know About Long-Term Care?

By: Nick Leydorf
The most significant threat to your financial nest egg is long-term care.
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Posted on: October 7, 2022 |
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Who Inherits Queen Elizabeth II’s Fortune?

By: Nick Leydorf
Is Prince Charles III the sole heir of Queen Elizabeth’s fortune?
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Posted on: October 6, 2022 |
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Why are Trusts a Good Idea?

By: Nick Leydorf
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
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Posted on: October 5, 2022 |
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Problems Created When No Will Is Available

By: Nick Leydorf
People who have had a serious case of COVID-19 are 66% more likely to engage in estate planning, and 32% of adults under 35 said they wrote a will because of the pandemic.
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Posted on: October 4, 2022 |
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How Not to Build a Family Football Dynasty

By: Nick Leydorf
A decade before his death, the billionaire owner of the Denver Broncos consulted with attorneys about the orderly handover of the team after his death. He crafted a carefully delineated trust that his hand-picked trustees would oversee.
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Posted on: October 3, 2022 |
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Can Dementia Risk Increase by Behavior in Social Settings?

By: Nick Leydorf
According to the CDC, the strongest risk factor for dementia is age, as the majority of cases affect people who are over 65. But more obscure risk factors have been explored as of late—including not brushing your teeth and snoring at night. Now, researchers have identified a significant link between dementia risk and the way people behave in social situations.
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Posted on: October 1, 2022 |
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Why Do I Need an Estate Plan?

By: Nick Leydorf
Please don't let procrastination or your fear of death stop you from making an estate plan. That is both selfish and unkind.
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Posted on: September 30, 2022 |
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Can You Gift Money on Your Deathbed?

By: Nick Leydorf
One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?
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Posted on: September 29, 2022 |
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