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Outline - IYE Week 7 - Trustee & Executor Duties - Trevor Murphy & Peter Kote - Fall 2020
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“Probate Code Sections for Successor Trustees” Presentation by Trevor Murphy & Peter Kote for the fall 2020 workshop series
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Things to do when a person dies
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“things to do when a person dies” – 39 point Checklist
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ASK FIRST Form – Trevor Murphy
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2020: ASK First Form filled out by Trevor Murphy
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IRA Allowed to Be Transferred Out of Trust
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Although the SECURE Act made significant changes to the required minimum distribution rules, those related to trusts as designated beneficiaries remain the same.
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Top 5 Beneficiary-Form Boo-Boos
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Naming beneficiaries should be the easiest task when it comes to estate planning, right? Many people get this basic task all wrong, much to the joy of ex-spouses, the IRS, and tabloids angling for a nasty inheritance scoop.
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Inheriting Retirement Benefits After the SECURE Act
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Natalie B. Choate focuses on SECURE Act questions she’s been receiving about inherited individual retirement accounts and other retirement benefits.
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Market Risk & Time
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Range Of Returns on Stocks: 1926 to 1997
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Dimensional Fund Advisors ETFs
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Dimensional Fund Advisors is entering the world of exchange-traded funds where anyone with a brokerage account will have access to at least three DFA strategies.
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Outline - IYE Week 6 - Retirement Account Planning - Michael A. Simon & Peter Kote - Fall 2020
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“Retirement Account Planning” Presentation by Michael A. Simon & Peter Kote for the fall 2020 workshop series
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Get to know Chapman University
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Champman University Brochure
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