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Some Assets Better Left Outside of Will

Photo of a Last Will and Testament with a pen.

That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paper­work and relevant laws.

How Should I Handle Memorabilia in My Estate Planning?

Sports Memorabilia like NBA, NFL, and MLB trading cards.

Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it’s important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?

Do Family Secrets Hurt Estate Planning?

A family grieving at the graveside of a loved one.

A study by the financial services research firm reveals just how big a problem family secrets can be, as reported in Financial Advisor’s recent article “Family Wealth Transfers Undermined by Secrecy.” Most asset holders plan to share their wishes and intentions with family members before they die. However, the research reveals only about half actually…

What are the Tax Brackets for Next Year?

Tax Brackets 2023 Estate Tax Inheritance Tax

People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things and pay property taxes if you own a home. These taxes apply to nearly everyone.

How Did Olivia Newton-John Plan Her Estate?

Olivia Newton-John Estate Planning

Olivia Newton-John would have celebrated her 74th birthday on September 26. The Cambridge-born star earned millions for her efforts in music and entertainment, and a staggering final act of charity saw Newton-John’s family splitting their inheritance with her charities.

Do Young Adults Need Estate Planning?

Young Adults Estate Planning

These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.

Who will Receive Naomi Judd’s Estate?

Loretta Lynn Estate Planning

Naomi Judd’s final will and testament reportedly has some obvious benefactors missing from its pages: the late country singer’s daughters Wynonna and Ashley Judd.

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