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The Perils of a Do-It-Yourself Will

This is, unfortunately, a true story. Anne Aldrich wrote her will on an “E-Z Legal Form” on April 5, 2004. Ms. Aldrich carefully inventoried all of her property on the preprinted form, and she left all of her possessions to her sister. She also provided that if the sister died before she did: “I leave […]

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“Second Chance” Estate Planning

After Jacqueline Kennedy Onassis’ death, there was much press coverage about a tax strategy provision in her will.  The will created a special sort of charitable trust, known to estate planners as a charitable lead annuity trust, or CLAT.   During the trust’s 24-year life, the trust would pay 8% of its initial value to charities […]

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Video: Coordinating Your Investments with Your Estate Plan

Speaker: Martin M. Shenkman, CPA, MBA, PFS, JD This information is brought to you by The NAEPC Foundation and LawEasy.com. © Law Made Easy Press LLC. All Rights Reserved.

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