Give 'Til It Hurts?

March 17th, 2014
Charitable gifts can help many people. Of course, they help the beneficiaries of charities. Well-planned gifts also can help the donor by reducing income taxes and by providing a stream of income from an asset that previously generated no income. Hel… Read More
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What's The Difference Between An Estate Tax And An Inheritance Tax?

March 14th, 2014
While both taxes apply at a person’s death, many people refer to these two taxes interchangeably, but they actually operate in very different ways. A state estate tax is derived from the total value of an individual's (or decedent’s) estate… Read More
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Did You Set Your Clocks Ahead?

March 13th, 2014
To help reduce headaches for your heirs and make sure your assets are distributed in accordance with your real wishes, it pays to give due attention to your IRAs' beneficiary designations from the get-go. In our busy lives, some things just fall… Read More
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Play The Odds And Invest Wisely

March 12th, 2014
Almost everyone once thought of their house as their largest and safest investment—until the bubble burst. For generations, prudent "savers" would put sizable chunks of their incomes into their homes. To begin with, you would buy a house… Read More
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Do I Need A Will And A Trust?

March 11th, 2014
While it can be difficult to confront your own demise, setting up an estate plan is important to ensuring that your wishes are followed and your loved ones taken care of after your death. There are many estate-planning vehicles available to you, but… Read More
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What's A Living Trust And Do I Need One?

March 10th, 2014
Owning any real estate is a good reason to have a living trust. The same applies to stock and other securities held outside of a retirement account. A living trust is a great idea if you have a sizeable estate with real property involved. A living tr… Read More
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Estate Planning Begins Now!

March 7th, 2014
The best estate planning not only addresses our affairs after death, it also positions us to deal with our affairs under potentially adverse circumstances during our lifetime. When people hear the term "estate planning," most immediately th… Read More
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Wait, Wealth Building Is That Simple?

March 6th, 2014
There's endless complication surrounding estate planning, tax and investment strategy. It seems complex, but it really isn't. That's because wealth building is so simple it can be explained in one sentence — Spend less than you earn… Read More
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Fast And Furious Star Slowed Down To Plan Ahead

March 5th, 2014
No One Should Wait Until They Are Old To Do Estate Planning. Paul Walker’s will was signed in August of 2001, when he was only 28 years old.  This is the same year his first Fast & Furious movie was released. Although it seems that there a… Read More
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Get That Retirement Nest Egg Growing!

March 4th, 2014
While saving more for retirement is a popular New Year's resolution, it often fails because people don’t have a plan to actually save more. The first months of the New Year are over. Are you on track to save as much for retirement as you thoug… Read More
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