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Monthly Archives: May 2024

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You Need A Financial First Aid Kit, Even If You Don’t Write A Will

By David Toback |

The words “intestate succession” strike fear in some people’s hearts.  They imagine the state gobbling up all of their property, or their estranged son inheriting it and spending it all on marriages and divorces from a series of gold-digging wives.  You have no such fear.  It doesn’t bother you in the least if your… Read More »

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Taxes

Revocable Trusts And Your Taxes

By David Toback |

Financial planners and estate planning lawyers sometimes talk about revocable trusts as though they are a solution to everyone’s every problem.  By this logic, a revocable trust enables you to sprout a doppelganger that owns your money and then pays it back to you, and, naturally, this is something that everyone wants.  They might… Read More »

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