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How to Fund Your Living Trust
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A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust.
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Trusts to Protect Children
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Trusts are an excellent way to provide for the support and care of children while protecting them
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Spendtrhift Trusts
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A spendthrift trust allows a parent to protect a certain amount of inheritance
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Planning for Beneficiaries With Mental Illness or Addiction
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Mental illness and addiction are vitally important topics that every estate planner should be familiar with in today’s landscape. Unfortunately, these topics aren’t discussed nearly enough, but the fact is, one in five adults struggle with a mental health condition.
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Paying it Forward - Funding 529 Plans for Grandchildren
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For grandparents as well as parents, contributions to 529 plans are treated as gifts.
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When to Use Living Trusts for Estate Plans
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Any trust created during someone’s lifetime is a “living trust.” However, the expression usually refers to revocable trusts. As the name suggests, such a trust can be cancelled if the creator has a change of mind and wishes to reclaim trust assets.
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Outline - IYE Week 4 - Living Trusts: Death and Taxes - Blaine M. Searle & Peter Kote - Fall 2020
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“Living Trusts: Death and Taxes” Presentation by Blaine M. Searle and Peter Kote for the fall 2020 workshop series
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Crime sometimes pays
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Ms. Taub spoke with DealBook about what makes white-collar wrongdoing different from other types of crime.
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This is when to cut off your adult kids financially
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At what age should you cut off your kids financially? Shark Tank star and entrepreneur Kevin O’Leary says to make the call on the day they graduate.
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How Index Funds Won the Battle for Acceptance
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Jack Bogle didn’t found index funds, but he did bring them to the masses.
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