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Archive for July, 2010

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Living Trust Failures: Costly Mistakes to Avoid

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California estate planning attorney, Dwight Tompkins, warns of the danger of botched trusts which fail to carry out the client’s estate plan. Botched trusts include badly written trusts, unfunded trusts, and unexecuted (unsigned) trusts. Failed trusts are commonly produced by non-lawyers. Living trusts and family trusts should always be created with the assistance of a [...]

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Financial Planning: Annuities : CD vs. Annuity

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A CD, or certificate of deposit, is bank issued; while annuities are issued by insurance companies. Discover the differences between certificates of deposit and annuities with tips from a registered financial consultant in this free financial planning video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales [...]

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Communicating With Family Members

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Go to: www.familyfarmfinances.org for more information Duration : 0:10:12 Recommended ReadingFinancial Retirement Planning, A First LookWillsFlorida: Preparing for the New Federal Estate TaxWills and TrustsEdible Estate Home Forest Garden Homesteading Surburban Residential Home. Lawns to food SFGSuccession Planning Blueprint (ebook) Technorati Tags: communication, Estate Planning, farm, succession planning, transition planning

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Why do people put real estate in trusts?

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I’m trying to figure out what the benefit is to having property in a trust? Why do people decide to do this and what are the pluses and minuses legally of putting property in a trust? The most common reason real estate is put into trusts is an effort to avoid inheritance tax. Since often [...]

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What charges are associated with using a financial planner for retirement funds?

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My wife and I are planning to retire in the next few months and will receive several hundred thousand dollars from our retirement funds. We need to work with a financial planner to be able to roll most of this money into accounts that won’t be taxed until we withdraw funds to spend. How much [...]

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