No family to pass your assets to? Advice for creating an estate plan
Many people leave their assets to loved ones in their estate plan, but what happens to the assets of those who have no family to…
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Receive an inheritance recently? Here is expert financial advice
In a nutshell, an inheritance is just like a gift but with the added benefit of a full step up in basis. It is not…
Married couples should consider individual wills vs a joint will
A last will and testament is an important document giving evidence to an individual’s intentions regarding the passing of property upon death. Failure to create…
