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Outline - IYE Week 2 - Estate Planning Basics - Charles K. Mills - Fall 2021
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“Basics of Estate Planning” Presentation by Charles K. Mills for the Fall 2021 workshop series
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Outline - IYE Week 2 - Estate Planning Basics - Charles K. Mills - Fall 2021
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“Basics of Estate Planning” Presentation by Charles K. Mills for the Fall 2021 workshop series
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Outline - IYE Week 2 - Estate Planning Basics - Daryl Miller - Fall 2021
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“Estate Planning Basics” Presentation by Daryl Miller for the Fall 2021 workshop series
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Outline - IYE Week 2 - Estate Planning Basics - Davinda Wijemanne - Spring 2021
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“Estate Planning Basics” Presentation by Davinda Wijemanne for the spring 2021 workshop series
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The Probate Process
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The probate process is an organized court method to gather all of the property of the individual, pay all of his or her bills, determine the appropriate beneficiaries to receive the property and make the actual transfer.
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These people inherited fortunes but spent it all
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a shocking 70% of high net worth families lose their fortune by the second generation, according to wealth consultancy the Williams Group
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How To Guide: Estate Planning For Your Cats
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This How To Guide is designed to assist you and your estate attorney prepare the required legal documents (including funding provisions) in the event your cats need to be placed with Blue Bell.
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Five Ways Joint Ownership Can Sabotage Your Clients
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Celebrities are not the only ones to make mistakes with their estate planning. It happens to people all across the country on a regular basis.
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Outline - IYE Week 2 - Estate Planning Basics - Fred G. Muscarella & Peter Kote - Fall 2020
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“Estate Planning Basics” Presentaion by Fred G. Muscarella and Peter Kote for the fall 2020 workshop series
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Your Clients and Their Children - The Problems With Joint Bank Accounts
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The issue where an elderly mother or father wants to add their child’s name to one or more of their bank accounts. Most elderly clients and children don’t realize the risk that this small transaction creates
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