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Can My Loved Ones "Inherit" My Account Passwords?

Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
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Should Young People have a Will?

Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.
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What are Digital Assets in a Will?

Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.
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Can I Avoid Taxes when I Inherit an IRA?

Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in, unless an estate exceeds $11.7 million. The Biden administration has proposed lowering the exemption, but even that proposal wouldn’t affect estates valued at less than about $6 million.
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Do I Need a Non-Grantor Trust for Estate Planning?

One of the most useful estate planning tools is a trust, which can be used to create a legacy of wealth and protecting assets. One question to consider when creating one, is whether a grantor or non-grantor trust is more appropriate. A non-grantor trust is any trust that is not a grantor trust.
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Do I Need More than a Will?

You should be aware of what a will can’t or shouldn’t do.
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Do I Get Ex’s 401(k) because I Was Named the Beneficiary?

My ex-husband passed away. However, I was named the beneficiary on his 401(k). Even though we are divorced, do I still have a right to it?
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Why Naming Beneficiaries Is Important to Your Estate Plan

If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
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Any Ideas How to Pay for Long-Term Care?

The costs of long-term care for older adults can be significant. Federal Medicare health insurance benefits do not cover most of these costs. Most people who incur costs for long-term care cover them with a combination of personal savings, long-term care insurance and Medicaid, among other sources.
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How Can I Clean Up My Estate Plan?

While estate planning can be emotionally taxing, since you must consider a time after your own passing, it is important to be proactive, both for yourself and for loved ones.
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