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Monthly Archives: April 2023

RentOrSell

If You Relocate For Retirement, Should You Sell Your Old House Or Keep It As An Investment Property?

By David Toback |

Homeownership is an essential component of generational wealth, but how you use your house as a source of prosperity for yourself and your descendants varies from one family to another.  The families that are so wealthy that they can afford to buy one or more real estate properties in each adult family member’s name… Read More »

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Urn2

What Are The Most Environmentally Sustainable Methods Of Disposition Of Remains?

By David Toback |

The beginning of a new year can provide the incentive to write or update your will, and so can your marriage, the birth of a child or grandchild, or the acquisition of a valuable asset through purchase or inheritance.  Even if you are single and broke, if you need a reason to write a… Read More »

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BankrRetire

Reality Check: Your Children Need Your Money Now, But So Do You

By David Toback |

“Who cares?  I’ll be dead” is a reasonable response to some questions about estate planning.  It would be nice if your children could inherit some money from you after you die, but you care a lot more about enjoying your time with them while you are alive.  It is naïve to think that money… Read More »

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FinePrint

The Cash Gift That Can Come Back To Haunt Your Family Decades Later

By David Toback |

What is the worst thing that can happen to a family when a recently deceased relative’s estate is going through probate?  Is it a long-lost sibling, the product of a long-ago romantic relationship that Dad never told anyone about?  Such events are rare, even though estate research firms sometimes try to tell people who… Read More »

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