Protect Your Estate from Identity Theft
The recently deceased continue to exist on paper, and this may be the case for some time. Meanwhile, many bankable facts -- key among them your Social... Read More »
Category: Estate Planning
Tags: Estate Plan, Estate Planning
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Estate Tax Impact on a Non-U.S. Citizen Spouse
The estate tax laws differ for U.S. citizens vs. non-U.S. citizens. When there is a large estate, this could mean a hefty estate tax liability for a s... Read More »
Tags: Estate Planning, Estate Tax, Qualified Domestic Trust
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Did You Inherit a Roth IRA? Get to Know Your Options
In order to make sound financial decisions, you must have a good understanding of the rules. Receiving an inheritance is one of those situation... Read More »
Tags: Estate, Inheritance
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