Category: Estate Plan Review

A man and woman moving to a new home

Recalibrating Your Estate Plans After a Move

Each year, more than four million Americans move to a new state. Amidst the chaos of moving boxes and mail forwarding, it is easy for small details to get lost in the shuffle. Every state has its own rules and regulations regarding state taxes, marital property, and inheritance, so you will want to spend some time ensuring your assets – and the best interests of your family – are protected. Her...

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Saints Owner Will Call Another Play in Fight Over Trusts

Saints Owner Will Call Another Play in Fight Over Trusts

The National Football League said “no” to New Orleans Saints owner Tom Benson's original proposal to remove team ownership from his estranged family's trust funds. This means he’ll have to try again with new financial terms. The NFL won't let Benson personally guarantee promissory notes he offered in exchange for Saints shares held in trust funds created for his daughter and grandchildren. T...

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Complete a Complete Estate Plan

When it comes to planning, the focus is typically on making you better prepared for the future. That means limiting taxes, creating wiser investment strategies, knowing when it’s best to claim Social Security and developing sustainable retirement income plans. All of these help you on the path to your financial future and your long-term goals. But The Brainerd (MN) Dispatch reports ...

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