First, let’s start by uncovering the most common mistake in estate planning…
Surprisingly, this frequently made mistake might already be on your doorstep. A
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
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We’re in the midst of a little (might end up long) series of what I call whack-in-the-head-with-a-fish truths.
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By Gary Silverman, CFP®
In past columns, when talking about estate issues, one of the documents that I harp on you having is a Durable Power of Attorney
