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Reasons to Establish a Trust (and Being Rich Isn’t One of Them)

by Matthew Karr, Esq. on February 12, 2015

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate […]

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James Brown was known for his signature song, “I Feel Good,” but no one is feeling good about the battle that is still being waged over his estate almost a […]

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Why Every Family Needs an Agent

by Matthew Karr, Esq. on February 6, 2015

Everyone needs an agent – and not the Hollywood type. An agent is someone you designate to handle your estate after you’ve gone or who can make decisions for you […]

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Life Lessons From Celebrity Deaths on Updating Your Estate Plan

by Matthew Karr, Esq. on January 16, 2015

A new year always brings the sad reviews of notable personalities who have died in the past year. Two notable movie stars – Philip Seymour Hoffman and Paul Walker – […]

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10 Tips to Ensure Family Harmony Over Your Estate Plan

by Matthew Karr, Esq. on January 13, 2015

When your children were small, you no doubt suffered the challenge of keeping peace in the family. We see this same scenario play out time after time among adult siblings […]

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Why You Should Get Estate Planning Off Your To-Do List in 2015

by Matthew Karr, Esq. on January 9, 2015

There are many goals most of us want to accomplish in life, and some of the most important ones center on family and money. Here is what a thoughtful estate […]

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Joan Rivers Has Last Laugh Through Use of a Family Trust

by Matthew Karr, Esq. on December 19, 2014

Famous comedienne, Joan Rivers, who died unexpectedly on September 4, 2014, from what is alleged to be a botched medical procedure, made millions making us all laugh. Some of her […]

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5 Reasons Why You Need to Review Your Estate Plan

by Matthew Karr, Esq. on December 17, 2014

Creating an estate plan to protect your financial future and that of your family is just the first step in the estate planning process. Once those documents are executed, you […]

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‘Tis the Season to Be Gifting: How to Do It Right

by Matthew Karr, Esq. on December 16, 2014

Not many people would view the IRS as a charitable organization, but you might if you plan your gifting appropriately – i.e., in a way that will benefit you on […]

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Leave an Inheritance for Future Generations with a Trusteed IRA

by Matthew Karr, Esq. on November 21, 2014

According to the Investment Company Institute, the use of IRAs for retirement saving has increased in the past decade, with $6.5 trillion invested in traditional and Roth IRAs. But how […]

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