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Estate Planning a Must for Unmarried Couples

Unmarried couples need to carefully spell out how they wish to distribute their wealth, as a surviving life partner may end up with nothing. Here's what you need to know.

At Your Own Risk: Pitfalls of DIY Estate Planning

There’s no law that says you can’t prepare your own estate plan, but unless your estate is small and your plan is quite simple, the pitfalls of do-it-yourself (DIY) estate planning can be many.

A Trust Made for Family Members with Special Needs

If you have a child or family member with a disabling condition that requires long-term care or prevents them from being able to support him- or herself, consider a Special Needs Trust.

21st Century Estate Planning for Digital Assets

Though you can’t physically touch digital assets, they’re just as important to include in your estate plan as your material assets. Makes sure your loved ones know they exist, and how to access them.

Fortify Your Estate Plan Against Undue Influence Claims

It’s possible your will could be contested and your true intentions defeated if someone is found to have exerted “undue influence” over your decisions. Let's take a look.

Your Will: Does Your Family Know Where It Is?

You’re likely accustomed to conducting a variety of transactions digitally. But when it comes to your last will and testament, only an original, signed document will do.

4 Estate Planning Techniques for Blended Families

It’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning complications that may lead to challenges in the courts after your death.

Power of Attorney Abuse: What to Do?

A financial power of attorney can be a valuable estate planning tool, but is susceptible to abuse by scam artists, dishonest caretakers, or greedy relatives. Here's what to do.

Charitable Tax Deductions & IRS Rules

If reducing your taxable estate is an important estate planning goal, making lifetime charitable donations can help achieve that goal and benefit your favorite organizations...

Tax Cuts & Jobs Act: How They Affect Estate Planning

Focusing specifically on estate tax law, the Tax Cuts and Jobs Act of 2017 doesn’t repeal the federal gift and estate tax. It does, however, affect the gift and estate tax exemption.

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