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Business Succession Planning: What's That About?
April 30th, 2014
Financial and estate planners are saying that many baby-boom small business owners have not planned for succession at their business. Most expect to sell or close them. The impending retirement of thousands of business owners presents an economic cha…
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Don't Give Your Money To That Bully Cousin Biff!
April 29th, 2014
Very few individuals properly document the intricate details of their lifetime of work, investing and saving, creating a massive paper chase at the time of their passing. You hear about those situations, but the recent PR Web article titled "Los…
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That's It ...You're Out Of The Will!
April 25th, 2014
For testators who have been actively involved in the dynamics of their own family for decades, disinheritance might be an easy decision. For estate planners, however, disinheritance is a difficult issue to deal with that must be addressed adequately…
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Mickey Rooney's Biggest Role
April 24th, 2014
In the wake of a career that spanned more than 300 films, Mickey Rooney's most important role may have occurred in 2011 when he testified in front of Congress to help draw awareness to the crimes related to elder abuse. At the time, it was estim…
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Get Your Head Out Of The Sand!
April 23rd, 2014
When Rocket Lawyer asked why so many people do not have wills, here’s what they said: • 57% said they “just haven’t gotten around to making one”• 22% felt that making a will wasn’t urgent• 17% didn’t think they needed a will• 14%…
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Dad's Got A New Girlfriend?
April 22nd, 2014
Your widowed dad seems to have new pep. He’s getting out more, looking trimmer and more dapper in new clothes. He skips the old boys’ breakfasts at the diner and makes reservations at farm-to-table bistros instead. He starts taking cha-cha lesson…
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Come On, Estate Planning Has To Hurt a Little?
April 18th, 2014
Nobody wants to contemplate his or her own mortality. And you may even feel that, in the context of death, questions about who gets which of your assets seem trivial. That might explain why numerous recent studies have found that only between 35% and…
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And Baby Makes ... What? An Insurance Addition
April 17th, 2014
As you pick out the crib, stroller and tiny clothes, don't forget about health insurance for Junior. Make sure you sign up your infant for coverage within 30 days of birth. A federal rule requires insurance providers to cover children signed up…
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Is There A Mistress Or Paramour In Your Will?
April 16th, 2014
Ok, even if that's not your situation, this type of trust may be helpful and convenient for you. Totten Trusts are used quite frequently because they are an easy way to transfer money at death without going through probate. Also known as a "…
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What Is The Top Mistake You Can Make In Estate Planning?
April 15th, 2014
You may have made a giant estate planning mistake without even knowing it — forgetting to update the names of your beneficiaries for your employer-sponsored retirement plans, IRAs, life insurance policies, mutual funds, bank accounts, brokerage acc…
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