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What makes a state “retirement tax-friendly?”

Many people plan to retire in their home states and towns, but if you are among the more money-savvy crowd, you know that doing so may not be in your best financial interests. You know that some states are more “retirement friendly” than others when it comes to taxes....

Understanding the probate process

If a loved one dies with a will, you may be wondering what the next steps are. Probate refers to the process of managing and closing the estate and distributing assets as set out in the will. An important figure in the probate process is the executor, as this is the...