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Monthly Archives: May 2026

2026_Past

How Bad Is It To Drag Your Feet Before Opening An Estate For Probate?

By David Toback |

Once you open a deceased family member’s estate for probate, you are constantly trying to meet deadlines. You must file the decedent’s final tax return by April 15 or else file for an extension, in which case you must file it by October 15. Once you publish the notice to creditors, they have three… Read More »

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Kindness

Lady Bird Deeds Are Lighter On Their Feet Than The Average Life Estate Deed

By David Toback |

If you have a blended family and are capable of thinking about anyone other than yourself, then you probably find the stories of probate “stepparent wars” disturbing, the ones where the decedent’s spouse spends years in court fighting with the decedent’s children from a previous marriage. Estate planning lawyers tell their clients early and… Read More »

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Frightened

Who’s Afraid Of Early Withdrawals From Retirement Accounts?

By David Toback |

If you have an employer-provided retirement account, you can confidently say that your financial situation could be worse. When times are good, you daydream about required minimum distributions, working out various scenarios on your calculator, spreadsheets, or retirement planning websites about when you might retire, how much you will withdraw and what year, and… Read More »

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