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Category: Estate Planning

Aretha Franklin’s Lack of a Will Could Cause Huge Problems

The passing of a beloved celebrity has again shined a spotlight on the potential devastating effect of not having an estate plan.  In 2016, we reported how the artist known as Prince passed without an estate plan.  To date, his estate is still marred in litigation with millions of dollars already being paid in attorney […]

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Four Steps to Take Right After an Alzheimer’s Diagnosis

If you or a loved one has been diagnosed with Alzheimer’s disease, it is important to start planning immediately. There are several essential documents to help you once you become incapacitated, but if you don’t already have them in place, you need to act quickly after a diagnosis. Having dementia does not mean an individual […]

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Jeff Stinson to Present Free Seminar on July 18

Jeff Stinson, in conjunction with Moldt Financial, is offering a free seminar on July 18, 2018 at 6:00 PM at the Clubhouse of Vandalia by Del Webb, 5266 John Quincy Adams Court, Plainfield, Indiana.  Plan to attend this free presentation where Jeff will discuss such “need-to-know” estate planning topics as: The importance of Wills, Trusts, […]

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Problems With Guardianship System Is Focus of John Oliver Show

John Oliver recently highlighted problems with the guardianship system on his HBO show, Last Week Tonight with John Oliver. The comedian provided a scary and funny explanation of how guardianship works, ending with a public service announcement by William Shatner, Lily Tomlin and others explaining steps you can take to avoid the guardianship. The show […]

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Is My Inheritance Subject To Tax?

Is my inheritance subject to tax?  For most of our clients, the answer to this question is generally “no.”  However, it is helpful to know the potential forms of taxation when assets are transferred from the decedent to a beneficiary to better understand why this is the case. Estate Tax An estate tax is a […]

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Finding the Best Retirement Calculators

Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement calculators, many of them free, are available to help. Although these calculators can yield vastly different results, they can still be useful tools. Based on information about you and your finances, […]

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