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Estate Plan Trusts
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What Is An Estate Plan?
There are many misunderstandings about Estate Plans and who should have them. Many people think that an estate means a large tract of land and great wealth and extensive personal property that is very valuable, such as vintage antiques and collectibles.
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Smart Estate Planning Strategies for Average Joe
Lots of people out there, especially the average Joes, don't think twice about estate planning because they aren't worth that much anyway. However, everyone, and that includes Average Joe's, should know a little something about estate planning.
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Estate - Signed, Sealed, Delivered - It's Theirs
My last few articles have focused on various end-of-life issues that were made very real to me due my mother-in-law's recent death. In this article, we'll discuss the simple steps you can take that will make dividing your personal possessions easier on your family.
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Charitable Gift Annuity - Immediate, Deferred, College, Flexible Annuity
What is a Charitable Gift Annuity? Different types of Charitable Gift Annuities or annuity options: Immediate Annuity begin receiving payments immediately following final contribution date, Deferred Annuity allows donor to predetermine future date of payments, College Annuity for child's college fund, Flexible Annuity allows annuitant to decide start date of payments. American Council on Gift Annuities (ACGA) sets uniform gift annuity rates for use by charitable organizations. Example of Chartible Gift Annuity.
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An Endowment Will Last Forever
An endowment can be a great way to gift money or property to an institution. It stipulates that the gift be invested and the principal always remain intact. This means that the institution will have a continuous flow of funds from the interest.
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A Proactive Approach To An Exit Strategy Is The Only Approach To A Successful Exit Strategy
Today, there is a noticable lack of consistency in how Exit Strategy services are delivered to business owners. This inconsistency exists, even though succeeding a business is one of the most important and complex financial decisions that will be made in a business owners lifetime. In this article, John Leonetti, Esq., M.S. Finance, CM&AA discusses how a proactive approach to an Exit Strategy is the only approach to a successful Exit Strategy.
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Second Marriages and Estate Planning
You have gotten remarried and are thinking of the original Estate plan you drew up. Will it cover this new extension of your family? Will you find that either your first wife and/or kids will inherit all of it, leaving your new wife and possibly new child without anything? Or what if your new wife wants nothing to do with your assets and demands that papers are drawn up stating that what's hers remains that way and you keep what's yours? If any of these scenarios are true, you need to look into adding onto or changing your Estate plan.
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What Are Living Trusts ?
A living trust is where you entrust certain properties and or funds to either one individual or group of people, using a trust you set up while you are living and in the right state of mind. The person or people become you beneficiaries and you can change your living trust at any point in time that is needed.
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A Joint Tenancy Is Where Two Persons Co-Own A Property
A Joint Tenancy is where you and another person co-own or cohabitate the same property. Joint Tenancy also refers to where a married couple owns a home or property together. You might also want to know that a Joint Tenancy can have more than two people who own the property. The only stipulation to this is that no matter how many people own the property, they all own equal parts.
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A Free Living Will Tells Your Family What You Want
A Free Living Will is a will that you have drawn up on your own and had your family members and loved ones sign. Be wary, not everyone can draw up a will properly and if you decide to draw up a free one, you should know the risk involved.
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