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Posts Tagged: Estate planning
Take Your Estate Planning Documents With You on Vacation
Something to consider before you embark on your summer travels.
IRS Now Allows IRA Distribution Deferrals
IRA growth after retirement has previously been limited by required mandatory distributions. A new deferment option now allows seniors the opportunity for more retirement account growth.
Leaving a Lasting Legacy
Some thoughts about exercising wise stewardship.
President Obama’s Proposed Tax Changes for Estates
The last proposed budget of Barack Obama’s presidency contains several changes to the tax code that could affect your estate plan.
Have a Favorite Charity? Consider an Endowment
It is not easy for nonprofit organizations to secure new funding sources every year. When a regular donor passes away, the organization is often left with a desperate need to replace the funding. If you want to avoid this happening to your favorite charity, you can leave an endowment in your estate plan for a lot less money than you probably think.
How to Talk with Young Children about Death
Jim Daly, the president and CEO of Focus on the Family, gives great tips on talking with young ones about death.
What is THE most important estate planning document?
The unimaginable sometimes happens, and it happens to young folks as well as old. This is something that needs everyone’s attention.
Are Smaller Inheritances a New Trend?
As baby boomers age, they are spending more and more of their assets on their children. How will this affect their estate plans?
Before the Shooting Starts – Keeping Peace in the Family
Unfortunate battle over the estate of a man of peace, Martin Luther King Jr.