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Recently Divorced: Where Do I Start?

You may have juggled a zillion family responsibilities both in and out of the house. But chances are you didn't handle everything. Perhaps your husband handled the investments. Or dealt with advisers, such as a CPA or a lawyer. But now, after a… Read More
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US Supreme Court Says IRAs Fair Game for Debts

The U.S. Supreme Court ruled that certain money inherited from individual retirement accounts can be taken by creditors to cover the debts of people in bankruptcy proceedings. In a unanimous ruling written by Justice Sonia Sotomayor, the court said i… Read More
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Take the Sting Out of Estate Planning

Recently rock legend Sting made headlines when he declared that his six children would be receiving little to none of his estimated $300 million fortune. He joked that he intended to spend all of his money before he died. But on a more serious note,… Read More
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Casey Kasem's Last Days Fuel a Family Fight Over His Final Wishes

Casey Kasem, an iconic voice of radio and television for decades, was in critically condition in a Washington state hospital, while his three children from his first marriage fought with their stepmother, Jean Kasem, in court and the media for contro… Read More
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The Market is Heating Up! Is it Time to Sell Your Business?

If you’re a business owner, chances are good you’ll get some of those calls [from potential buyers of the business] too. The M&A market is heating up… Sometimes it’s hard not to think about your business as an inherent part of your life.… Read More
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Are You Planning To Fund Your Retirement With A Business Sale?

If selling your business is any part of your retirement plan, Mr. Gerber said, it is essential to know what your business is worth. And it is important to start tracking its value long before you plan to sell. As a business owner, your business and y… Read More
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Play By The Rules

Most people still believe that estate planning is all about tax planning. Since the tax law now exempts most estates, they think they don’t really need an estate plan. But they do, and many people need an estate plan more than ever. A recent Invest… Read More
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Don’t Forget The Pets!

Not many of us could (or would) do what hotel magnate Leona Helmsley did for her Maltese pup Trouble: She left $12 million in trust so the little white dog would never want for anything. But even if you’re not a millionaire, you can make plans to e… Read More
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Remember Digital Asset Planning In Your Estate

Deciding who gets what when we die is difficult enough when it comes to divvying jewelry, collectible baseball cards, family heirlooms, houses and cars. It can be even trickier to arrange control of our digital assets. In a 2011 survey that was spons… Read More
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Expect The Unexpected

Even with advanced notice of a catastrophic health condition, this type of planning is often a topic that no one wants to talk about. In the ordinary course of life, we go to work and carry on as if we’ll be doing it forever. No one wants to plan f… Read More
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