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Estate Planning

Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.

The One, Big, Beautiful Bill Act provides certainty for estate planning

Ever since the Tax Cuts and Jobs Act (TCJA) was signed into law in 2017, estate planners have had to take into account a looming

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When moving out of state, review your estate plan

There are numerous factors to consider when you decide to pull up roots and relocate to another state. Your estate plan likely isn’t top of

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4 reasons why avoiding probate is a smart estate planning move

When planning your estate, one of the smartest strategies you can adopt is to minimize or avoid probate. Probate is a legal procedure in which

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Stop procrastinating and get to work on your estate plan

For many people, creating an estate plan falls into the category of important but not urgent. As a result, it can get postponed indefinitely. If

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How The One, Big, Beautiful Bill proposes to change the gift and estate tax exemption

The Tax Cuts and Jobs Act (TCJA) effectively doubled the unified federal gift and estate tax exemption — and annual inflation adjustments have boosted it

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The advantages of a living trust for your estate plan

Do you believe you don’t need to worry about estate planning because of the current federal estate tax exemption ($13.99 million per individual or $27.98

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From the simple to the complex: 6 strategies to protect your wealth from lawsuits and creditors

Asset protection is a strategic approach to safeguarding your wealth from potential lawsuits and creditor claims. Indeed, protecting your assets is critical in today’s litigious

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Have you made arrangements for your pets in your estate plan?

For many people, pets are more than just animals — they’re cherished members of the family. Yet, when it comes to estate planning, their future

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After a person dies, his or her debts live on

One question the family of a deceased person often asks is: What happens to debt after a person dies? It’s important to realize that a

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