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Category: Estate Planning

How Do I Make an Estate Plan Blueprint?

POSTED ON: May 1, 2020 BY: Kyle Krull
You need a "blueprint" for your estate plan. Do you have an estate plan? The answer is always yes. No estate plan is simply a poor option. It is messy, time consuming, and expensive. According to a recent Forbes article titled “How To Create An Estate Planning Blueprint,” you should have a carefully constructed estate […]
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Are Inter Vivos Trusts and Testamentary Trust Different?

POSTED ON: April 30, 2020 BY: Kyle Krull
Different trusts serve different purposes. You likely have heard about trusts as part of estate planning. You know that one use of trusts is to bypass probate when it comes to transferring assets. This sounds appealing to you. Perhaps you will utilize a trust in your estate plan. According to a recent Investopedia article titled […]
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Are Taxes Important When Choosing Where to Retire?

POSTED ON: April 29, 2020 BY: Kyle Krull
Choosing where to retire requires forethought. Picture yourself in retirement. What are you doing? Are you spending time with children and grandchildren? Are you sitting on a beach? According to are recent Tucson.com article titled “Best States to Die In…For Taxes,” you should also consider taxes when choosing where to retire. Consider estate taxes. Although […]
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How Can I Become a Good Caregiver?

POSTED ON: April 25, 2020 BY: Kyle Krull
Being a good caregiver involves more than meeting physical needs. Your parents are getting older. Their failing health means they require help with the activities of daily living. You will be serving as their primary caregiver. You are overwhelmed. You want to do a good job but are not sure where to start. According to […]
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Can Updating Your Estate Plan Protect Your Family?

POSTED ON: April 22, 2020 BY: Kyle Krull
Protect your family through estate planning. Picture what is important to you. Do you have that picture clearly focused in your mind's eye? Did you envision your spouse and your children? Now, picture them without you. Do they still have the family home? Will there be tuition for college? Is there still food on the […]
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How Do I Collect Spousal Social Security?

POSTED ON: April 21, 2020 BY: Kyle Krull
You could benefit from Spousal Social Security. Are you married? Did you stop working for a few years to rear your children? Perhaps you have worked full time but make significantly less than your spouse. According to a recent Investopedia article titled “How Does My Spousal Social Security Benefit Work?,” your personal Social Security benefit […]
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end of life decisions

Should You Make End-of-Life Decisions Now?

POSTED ON: April 19, 2020 BY: Kyle Krull
Pandemics bring end-of-life decisions to the forefront. The spread of COVID-19 across the globe makes this a pandemic. People all over the world are experiencing the same fears. They are thinking about sickness. They are thinking about death. What can they do? What can you do? According to a recent Milwaukee Journal Sentinel article titled […]
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last will and testament mistakes

Avoiding Mistakes on Your Last Will and Testament

POSTED ON: April 16, 2020 BY: Kyle Krull
Mistakes on your last will and testament can cause lasting damage. You know you are supposed to have a last will and testament in place. You have heard about dying intestate and would like to avoid this for yourself. Having the state determine who inherits your assets or takes care of your minor children when […]
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How is Estate Planning Highlighted by COVID-19?

POSTED ON: April 13, 2020 BY: Kyle Krull
COVID-19 underscores the importance of estate planning. You are sitting at home. Schools and businesses have been closed. You are rationing toilet paper. (Who saw that coming?) You cannot see your loved ones. Could things be any worse? According to a recent Kiplinger article titled “Coronavirus Legal Advice: Get Your Business and Estate in Order […]
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Easter

POSTED ON: April 12, 2020 BY: Kyle Krull
He is risen. He is risen, indeed! Christians throughout the world will exchange this greeting this morning, as many already have at sunrise services. We celebrate and remember the empty tomb that could not contain the resurrected Jesus Christ, the long-awaited Messiah who came to free all mankind from sin so each and every believer […]
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