Articles for November 2009
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- November 30, 2009
- Test Your Knowledge: An Estate Planning Quiz
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How much do you know about estate plans? And how do you know when you need one?
Many people have a vague feeling that they should execute some kind of ...
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- November 28, 2009
- The Overlooked Document that Packs a Punch
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Most people are surprised at just how many documents there are in an estate plan. An estate plan is not merely a trust, it incorporates a number of other documents ...
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- November 26, 2009
- In This Season of Thanksgiving...
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The days are getting shorter, the weather cooler, and the skeletal arms of trees reach for the skies as their colorful apparel rests on the ground. All of these signs ...
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- November 20, 2009
- As Time Goes By... Part 3
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Our previous installments on how to review your estate plan discussed how and why to review the more financial portions of your estate plan; for this final installment we will ...
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- November 19, 2009
- As Time Goes By... Part 2
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In our recent blog post we listed 6 essential components of your Estate Plan that should be reviewed on a regular basis and why it’s so important to keep ...
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- November 19, 2009
- As Time Goes By... Part 1
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For many people the holiday season brings more than just celebration. Seeing family and friends you may not have seen since this time last year means seeing children who have ...
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- November 16, 2009
- Is All This Really Necessary? . . . Yes, It Turns Out It Really Is
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Jane Hodges of the Wall Street Journal recently jumped in where few would fear to tread—and lived to write about it. Where most people would prefer not to think ...
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- November 12, 2009
- More than Just “The Death Lawyer”
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Everyone knows that the estate tax is also sometimes known as “the death tax”; similarly, estate planning attorneys are also sometimes known as “those death lawyers.” This is something most ...
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- November 11, 2009
- Don’t Take That IRA Withdrawal Yet! New Options for Seniors in 2009
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If you are a senior 70 ½ or older who owns an IRA we have good news for you. Last year Congress approved legislation that waives the minimum withdrawal requirement for ...
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- November 9, 2009
- Executors Have Options When It Comes to Final Medical Expenses
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Most people die in a hospital; sometimes after a long and slow decline, sometimes after a quick and unexpected tragedy. If you are an executor of the deceased’s estate ...