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Loan Paperwork
(Main Content/widow steps)
Being the beneficiary of an estate does not necessarily mean that you are responsible for the debts of the estate or the deceased person. It is prudent to review all debt, including current credit card ...
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Will
(Main Content/widow steps)
A will, also known as a testament, is the legal blueprint by which a person names one or more persons to manage his or her estate; it provides detailed instructions regarding his or her property in the ...
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Loan Paperwork
(Main Content/guidelines)
Just because you're the beneficiary of an estate, does not mean that you are responsible for the estate's or the deceased's debt. It is prudent to review all debt including current credit card debt with ...
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Will
(Main Content/guidelines)
A will or testament is the legal blueprint by which a person, the testator, names one or more persons to manage his/her estate and provides detailed instructions of the his/her property at death. A will ...
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Widows: What to Expect
(Main Content/niche markets)
... as you can: Click the title to learn more Step 2 We will schedule a meeting with your estate attorney (if necessary, we will help you find one you are comfortable with). At this meeting, your ...
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Use Generosity to Fight Inheritance Taxes
(Main Content/blog)
Many of my clients are privileged to have net worths of between $1 million and $3 million. And they’re fortunate as well in that they don’t meet the $5 million threshold for federal estate taxes. But ...
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Widows & Divorcees
(Main Content/niche markets)
... handle all the necessary coordination with your estate attorney—and can help find the right one to represent you if you don't yet have one. We take the lead in contacting your financial institutions, government ...
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Estate Planning
(Main Content/services)
Estate planning is an act of caring for your loved ones and beneficiaries. Without proper planning, the IRS can take a huge bite out of your assets after your death, and the courts can decide everything ...
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Welcome
(Main Content/main)
... strategies, trusted relationships and comprehensive financial planning. Our Services Include: Portfolio Management Retirement Planning Estate Planning Types of Investment Accounts we ...
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Strategic Alliances
(Main Content/about)
... in 1945. We received a federal charter from Congress on December 4, 1980. Tennessee Estate Planning Law Bryan Howard assists families whose net worth exceeds $10 million with estate planning, ...
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services
(Category)
... process, we create and utilize a written personal investment policy statement to guide the investment selection, strategy and allocation. We advise our clients on retirement, investment, estate, education, ...