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Are You Planning To Live To Be 100?
April 8th, 2014
A new academic study suggests taking life expectancy into account when estate planning. In the paper, three economists from the Center for Retirement Research (CRR) at Boston College found that folks who expect to live longer plan, on average, to wor…
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Let's See, What Would Grandpa's Password Be …
April 7th, 2014
As we spend more of our lives online — banking, collecting credit card rewards points, playing virtual reality games, creating photo albums, emailing, tweeting — it's increasingly important to consider how beneficiaries can access th…
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Should We Discuss Rocks, Flossing, Or The Alternative Minimum Tax?
April 4th, 2014
Congress passed the alternative minimum tax (AMT) some 45 years ago because some wealthy families were legally using so many deductions and tax breaks that they were paying no federal income taxes at all. Talking about the AMT gets about the same res…
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Did You Make Your Fortune The "Old-Fashioned Way"?
April 3rd, 2014
One of the greatest tricks up the proverbial sleeves of rich families wanting to preserve generational wealth is their ability to pass along their assets to their heirs in perpetuity. They’re able to do this free from the grip of creditors, the IRS…
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Who Will Take The Helm If You Aren't Able To Guide The Ship?
April 2nd, 2014
Planning ahead in life seems to be difficult at times. But, when it comes to planning for major life and death decisions, it is important to do it now and ask for help from a professional. For many business owners, especially sole proprietors and own…
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So You're An Expert In Social Security? Really?
April 1st, 2014
Think you know enough about Social Security to make the best decision about when to claim your benefits? Join the crowd. In a just released survey of 55 and older workers, 24% say they are “very confident” and another 53% described themselv…
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Mom Liked Me Best!
March 31st, 2014
“The more that there is an economic gulf between siblings, the less they see each other and talk,” says Dalton Conley, professor at New York University and author of “The Pecking Order: Which Siblings Succeed and Why.” The reason, he says, is…
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Elderly Often Fraud Victims
March 28th, 2014
The U.S. Attorney’s office recently charged six defendants with yet another telemarketing fraud scheme targeting the elderly. The allegations are that the con artists sought out and preyed upon the elderly through their lottery scam. We see these r…
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When Should I Create An Elder Law Estate Plan?
March 27th, 2014
The answer is the typically vague "it depends." It is best to view elder law estate planning needs not by age but by circumstances. The typical concerns prompting a plan include providing for disability, keeping assets out of probate court…
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Take A Look At Last Year's Tax Return!
March 26th, 2014
Taxes are one of your largest retirement expenses. Your 2013 federal income tax form is a guide to reducing those taxes in 2014. Before filing away the return for last year’s taxes, take a few minutes to study it. A careful review of the return can…
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