Suze orman wills and trusts

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      Dangers of do-it-yourself wills and living trusts Estate planning is an essential part of life and death. In planning for our future and our family’s future, we must take stock of who we are, what our goals are, and how we want our estate distributed.

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      Group 1: Depending on your personal style, you may want to keep a portable file for the first category.I use a plastic accordion folder with 12 “slots”. I have slots designated for the gasoline bill, bank statements for each bank or account-holder, credit card statements, potential income tax deductions (I keep a running log of charitable donations for example with the documentation ...

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      , is general practice law firm providing services in most aspects of civil and criminal law but specializing in estate planning and elder law. We provide Probate and Trust Administration services, Living Trusts, Family Limited Partnerships, Charitable Giving, Real Estate …

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    • [DOC File]I

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      Evaluate estate-planning concepts of probate, home ownership, estate distribution, gift taxes, wills, and trusts. Analyze cases to calculate an estimate of retirement savings needed based on age groups.

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      and Suze Orman in her book, 9 Steps to Financial Freedom. Additional Reports. Request any reports of interest to you or your family. Simply call our office at ... Dangers of Do-It-Yourself Wills and Living Trusts. Estate Planning Basics For Families with Young Children. Estate Planning with Individual Retirement Accounts (IRAs) Family Farm: The ...

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