Articles for May 2010
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- May 26, 2010
- Stay Current and You’ll Stay Protected
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In many of our previous posts we’ve stressed the importance of keeping your estate planning documents up-to-date. Changes to the law, as well as changes to your own personal ...
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- May 26, 2010
- Back to Basics: Forethought and Planning Prevent a World of Hurt
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Wills and estate plans are always touchy subjects among family simply because they can have so much hidden meaning... at least that’s what heirs often think:
I got mom ...
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- May 21, 2010
- Senate Considers Option to Prepay Estate Taxes
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2010 has been anything but ordinary as far as the estate tax is concerned. First there was the unexpected repeal of the estate tax (unexpected not because the repeal was ...
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- May 21, 2010
- Harvard or Shady Oaks? How to Choose Your Financial Priorities
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There are any number of things for which you can be earning and saving money: investments, retirement, college, a home, a car, the current high-tech gadget... The thought of it ...
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- May 19, 2010
- Stuck In The Middle: Caring For Aging Relatives
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“Too rich for most government-funded social programs and not rich enough to pay for full-time, long-term care services.”
Does this sound familiar? It is exactly the kind of financial situation ...
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- May 19, 2010
- Prenups Help With Happily Ever After
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A lot of what we as estate planners do is help you protect your assets: We help you protect your assets for your children when you die, we help you ...
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- May 19, 2010
- Estate Tax Deal Falls Apart
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TheHill.com is reporting that, according to Senate Minority Whip Jon Kyl (R-Ariz.), an agreement between Senate Democrats and Republicans on an estate tax proposal has fallen apart. Quoting Senator ...
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- May 12, 2010
- Trade Like A Man, Save Like A Woman
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How will you be planning for your retirement? According to CNBC your gender could play a bigger role than you think in your retirement plan. While of course not everyone ...
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- May 11, 2010
- Take Action in the Face of Estate Tax Uncertainty
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If you’ve been reading our blog regularly then you know that the 2010 estate tax repeal has caused no end of confusion and uncertainty; not only for those who ...
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- May 10, 2010
- Robin Hood Lives On: Tax Breaks to Help Your Family
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It may seem like you just can’t catch a break when it comes to paying taxes, but according to this article in the Wall Street Journal there are a ...