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Try to purchase a home in New York City with a budget of $140,000 and the options are pretty limited–a 375-square-foot apartment in Queens may be the most luxurious possibility. In Los Angeles, buyers may have to look exclusively at inland foreclos… Read More

If you don't make arrangements for what will happen after you are gone, the government will step in and make all those decisions for you—and they may not be the decisions you'd choose. The process will also be more difficult and costly fo… Read More

Are you receiving all of the veteran benefits that you should? If you are the surviving spouse or dependent—or a veteran yourself—and you could use some extra income, you should look into the Non-Service Connection Pension. This pension is offere… Read More

This year the unified federal gift and estate tax exemption was increased to $5.34 million dollars. What this change means is that an individual can now give up to $5.34 million during their lifetime, or pass away with an estate valued up to $5.34 mi… Read More

Traditional estate plans don’t work well for many families these days. A traditional plan is for couples who are in their first and only marriage and have only kids from that marriage. Different plans, tools, and strategies might be needed for peop… Read More

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

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

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