Can I benefit from an A-B trust?

Retirement planning can be overwhelming unless you are a financial planner. One way to feel less overwhelmed with this process is by learning about different types of retirement planning that may be beneficial for you, or for your spouse. One of the most beneficial types for those who are married is...
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Problems with the Probate Process

If you have ever wondered what will happen to your assets after you die, you are not alone. Many people will have their possessions go through a legal process known as probate. Depending on the size of your estate, or the number of assets you have and their complexity, probate could be an extensive ...
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How do a Will and a Trust Differ?

Ask any financial advisor and they will tell you the same thing. It is critically important for adults to have a will or a trust in place. This is different than the often-held opinion that only the wealthy need to worry about estate planning. A good rule of thumb is that even young single individua...
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Making Sense of Charitable Giving

At Copelin Financial, we understand that many people and organizations have a great desire to give to the less fortunate or to causes they support. Charities are a logical choice for many people to contribute to, but the tax ramifications of giving to these organizations may not be perfectly clear. ...
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