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Month: December 2018

December 29, 2018

Recent WSJ thoughts on direct gifting to grandchildren

In a recent WSJ planning article, the following question was posed: Questions:  You recently wrote about estate planning and leaving a “legacy.”…

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Univ of Minnesota provides useful tool for managing family conflict over personal property distribution

The University of Minnesota has published a tool that can help families manage conflict over personal property.  The “Who Gets Grandma’s Yellow Pie Plate?”…

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