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How to Legally Disinherit a Family Member June 16, 2025

Disinheritance—the intentional exclusion of a family member, usually a child or spouse, from receiving part of your estate after your death—is more common than you might think. It is also easier than ...

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What’s in a Name? Why Every Name You Use Matters in Estate Planning June 9, 2025

What is in a name? If you are a beneficiary or a creditor of an estate, or if you are setting up an estate plan, your name means a great deal. It is not unusual for a person to go by different names, ...

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5 Smart Tips for Making Tax-Deductible Charitable Donations June 2, 2025

Will you be donating to charities this year? The Internal Revenue Service (IRS) reminds us that you must itemize deductions on Schedule A of your tax return to claim a deduction for charitable gifts. ...

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Don’t Let the State Claim Your Property: Why You Need an Estate Plan May 26, 2025

Americans tend to bristle when any level of the government meddles in their private lives, especially with their money. Look no further than the famous “death and taxes” quote for a sense of how ...

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Essential Estate Tools for Farmers May 19, 2025

To have a successful farm, thoughtful planning must be done every season. Your life is no different. To properly prepare for the next season in your life and the lives of your loved ones, you need a ...

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Three Estate Planning Mistakes Farmers and Ranchers Must Avoid May 12, 2025

Farming and ranching is more than just a livelihood; it is about preserving a legacy and a way of life. Unfortunately, many farmers and ranchers fail to create a comprehensive estate plan—or any ...

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