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Acosta Law Firm - Estate Planning & Elder Law

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Estate Planning and Elder Law

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Posts in category: Uncategorized

assets

Three Methods That May Help You Pass on Assets to Loved Ones Tax-Free

July 10, 2023
by Acosta Law Firm Uncategorized

Tax considerations should always be evaluated as part of your estate planning process. Working with an estate planning attorney in your region gives you the chance to create a customized plan that accounts for your concerns, needs, and the needs of yo ...

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fiduciary

What Are the Five Fiduciary Duties of An Executor?

June 26, 2023
by Acosta Law Firm Uncategorized

An executor, known as a personal representative in some states, is the individual appointed either through your will or by the court to handle the administration of your final affairs. The executor takes on an extremely important role and one that req ...

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life insurance

Is Life Insurance A Wealth Transfer Tool?

June 1, 2023
by Acosta Law Firm Uncategorized

Most people recognize that life insurance is a helpful tool to allow you to provide for your loved ones after you pass away. A life insurance policy helps your loved ones receive assets to help with a range of financial needs if you pass away, and it ...

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