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Plan Before Alzheimer’s And Dementia Strikes
October 25th, 2013
Plan Before Alzheimer’s And Dementia Strikes "Family members are already on emotional overload—adding a financial and legal decision aspect to what they're already going through is enormous," said Carol Steinberg, president of Alzh…
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Medicare Enrollment Now Open
October 24th, 2013
Medicare’s open enrollment season begins Tuesday October 15. Making the right choices might save you, or your parents, hundreds or thousands of dollars. Medicare open enrollment period began as of October 15, and beneficiaries have until December 7…
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Inheritance With A Required Family Reunion
October 23rd, 2013
Before he died in 2010, at the age of 90, Albert made out a will – with a clause. Which brings us back to the Ravenholt family reunion. To receive their share of Albert's wealth, his nieces and nephews are required to attend … Just a…
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Plan Before Alzheimer’s And Dementia Strikes in Ann Arbor
October 22nd, 2013
"Family members are already on emotional overload—adding a financial and legal decision aspect to what they're already going through is enormous," said Carol Steinberg, president of Alzheimer's Foundation of America, a national…
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Sudden Wealth Needs Protection
October 21st, 2013
Sudden wealth can be a life-changing experience that can improve your life and the lives of those around you, but only if you keep it. Those with more assets are bigger targets for lawsuits. Don’t let your sudden wealth suddenly get stripped from y…
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Medicaid Benefits Impacted When The Recipient's Spouse Passes First
October 18th, 2013
The death of a Medicaid recipient's spouse can affect the amount of assets the Medicaid recipient has, and therefore his Medicaid eligibility. Scenario: One spouse, the institutional spouse, is in a nursing home and is qualified to receive Medic…
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Don't Forget To Plan For Your Digital Assets
October 17th, 2013
… Even people who think they've ticked off all of the usual boxes on their estate-planning to-do lists may have overlooked an increasingly important component of the process: ensuring the proper management and orderly transfer of their dig…
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Art Valuation Policed By The Art Advisory Panel
October 16th, 2013
Whenever a U.S. taxpayer dies or gives away valuable art—or any time it changes hands other than through a sale—Uncle Sam has an interest in knowing its true value. The art panel protects that interest, by vetting values submitted by taxpayers or…
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Plotting A Legacy Through A Garden
October 15th, 2013
Cultivating a family legacy is not that different from tending a garden: land with poor prospects, at first glance, has to be coaxed over time –patiently and carefully–until it has a fertile life of its own. Case in point: The Morris family of Pe…
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Shutting Down A Trust
October 14th, 2013
Many trusts were set up over the years to help protect wealth from estate taxes. But the federal estate-tax exemption has risen steadily in recent years, to $5.25 million, or $10.5 million for couples, from $1 million in 2003. This year, Congress mad…
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