Role of the Executor

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When a loved one who was “financially comfortable” passes away, his or her family must deal with the emotional issues that come with the loss — as well as winding up the decedent’s financial affairs. Surviving family members are often unprepared for the tax issues that may arise when a loved one dies. Here’s some […]

Challenging a quitclaim deed

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The next-door neighbors convinced your aunt to sign over the deed to her house. Your stepfather’s long-lost son came to visit and walked away with a quitclaim deed to the family cottage. What do you do when you suspect someone did something “fishy” to get his or her name on a deed? A quitclaim deed […]

Getting Your Estate in Order

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A good estate strategy will ensure that your final wishes are carried out in the event of your death and your assets are transferred to your heirs in a tax efficient manner.  Going through the process of answering the following questions will help you review and organize your financial information so that you are in […]

Estate Planning Quiz

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A good estate strategy will ensure that your final wishes are carried out in the event of your death and your assets are transferred to your heirs in a tax efficient manner. What do you know about estate planning? Take this quiz and see: 1. Probate is: a. The legal document that must accompany any […]