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Monthly Archives: December 2021

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For Optimal Retirement Income, Withdraw Money From Your Investment Accounts First

By David Toback |

While you are still in your prime working years, decisions related to maximizing your retirement income relate to increasing your earnings and living below your means, so that you can put as much of your income as possible toward retirement accounts and investments on which you can draw after you retire.  From this perspective,… Read More »

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What Are Lost Heirs, And How Can They Cause Trouble During Probate?

By David Toback |

You should never use your estate plan as a way of getting back at family members who have hurt you, but there is no rule saying that you must leave part of your estate to a family member from whom you have been estranged for years.  Actually, there is a rule, and it is… Read More »

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Places To Look For A Deceased Person’s Will Before Being Sure That The Person Died Intestate

By David Toback |

Grumpy administrative assistants will point to a sign on their desks that says, “lack of planning on your part does not constitute an emergency on my part.”  When a close relative dies unexpectedly, though, their family must scramble to sort out their financial affairs and initiate the probate process.  This is what estate planning… Read More »

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Can Your Children Inherit Your Cryptocurrency?

By David Toback |

Cryptocurrency started out as a young man’s game, but the same can be said about rock and roll.  Of course, one needs look no farther than the likes of Paul McCartney, Keith Richards, and Elton John to see that some people find a way to keep rocking no matter how old they get.  In… Read More »

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