Estate Planning
Guide
How To Give Your Kids Your House
You've decided to pass your home on to your children, but you haven't settled on the best method to transfer ownership. You are also questio...
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Q&A
Asked by Martha
Answered by Prateek Mehrotra, Financial Adviser in Appleton, WI
Martha,
The answer to your question is Yes.
Most of us make more than one will during
our lifetimes; circumstances change, and our
estate planning needs to chan...
Q&A
Asked by Edna
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
Absolutely. You need to think about what
would happen if you cannot make decisions for
yourself. Go to a good estate planning
attorney and get a living will, power o...
Guide
How To Find Free Money Online
Life can get hectic fast and people can easily allow certain tasks to fall through the cracks. Unfortunately, sometimes we never remember to...
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Guide
Step-Up in Home Basis 101
The “basis” of your home is the value of your home for tax purposes. Your original cost basis is the amount of money that you paid for your ...
Q&A
Asked by Edna
Answered by David Schlossberg, RFC, AIF, C(k)P in East Dundee, IL
Everybody has a last will - the choice though
is do you want to draft it now, or do you want
the probate court to draft it for you. You can
dictate the direction of yo...
Q&A
Asked by Kathleen
Answered by Winnie Sun, Financial AdviserPRO+ in Irvine, CA
This is an excellent question. Annuities
may/may not be an ideal situation for you, but
I think it would be in your best interest to
compare and understand all your op...
Guide
Power Of Attorney 101
Perhaps you've heard the phrase "Power of Attorney" on a TV lawyer show, or even from a real lawyer. Ever wonder what it means?
What ...
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Guide
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