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Estate Planning Beyond the Documents

mgarner  -  Sep 21, 2015  -  , , , , ,  -  Comments Off on Estate Planning Beyond the Documents
For years the goals set for estate planning has been primarily the creation of legal documents or in some cases implementation of tax strategies. While those are critically important financially and to avoid probate complications, there are other planning items that are often overlooked. The largest of the consistently overlooked

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Is Your Retirement Plan Protected For You and Your Heirs?

mgarner  -  Oct 07, 2014  -  Comments Off on Is Your Retirement Plan Protected For You and Your Heirs?
Is Your Retirement Plan Protected For You and Your Heirs? Many people take advantage of the wide range of tax advantaged accounts to plan for retirement. Among the advantages of retirement accounts are enhanced protections against seizure by creditors or in bankruptcy. However that protection varies based on the type

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New Limits for Small Estates

mgarner  -  Feb 22, 2012  -  Comments Off on New Limits for Small Estates
Californians have found some estate relief.  The State has increased its small estate probate limits to $150,000 on total property, with real estate being limited to $50,000. Prior to January 1, 2012, if a person died with assets valued in excess of $100,000 or real estate in excess of $20,000,

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Tips for Avoiding Family Feuds When a Loved One Dies

administrator  -  Oct 12, 2011  -  Comments Off on Tips for Avoiding Family Feuds When a Loved One Dies
Personal property, which includes jewelry, dishes, furniture, books, tools, computers, pictures, paintings and collections, often cause many more challenges than assets objectively worth far more.  Personal property is more likely to have sentimental value and meaning to the beneficiaries far beyond its cash value. In my family there were arguments,

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Estate Planning During a Divorce or Break-Up

mgarner  -  Aug 27, 2011  -  Comments Off on Estate Planning During a Divorce or Break-Up
If you are in the midst of a divorce or breakup, the last thing you want to do is make more decisions . . . or see another attorney.  However, making changes to your estate plan may be one of the most important actions you can take to protect yourself

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