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Charitable Remainder Trusts: Philanthropy in Death Can Benefit You in Life

If you have a favorite cause or charity you have probably considered leaving some money to that charity in your will. Perhaps you’ve even taken it a step further and toyed with the idea of [...]

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Help for Alzheimer’s Patients AND Their Caregivers

Shakespeare said that old age is a return to childhood; without teeth, without voice… and in the case of Alzheimer’s patients, without memories. But if the elderly have to endure the [...]

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Those Who Hesitate Can Still Achieve the Liberation of Retirement

In spite of all the advice you see out there to start saving early for your eventual retirement, we’re realistic. We know that many people—either out of choice, neglect or necessity—put off [...]

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State Of Washington Takes Action Against Retailers of DIY Legal Documents

There has been lot of hullabaloo in the news recently about Do-It-Yourself Wills and Estate Planning, most notably a debate on Forbes.com with articles presenting The Case For Do-It-Yourself [...]

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How to Prepare for Dismaying Changes to Estate Tax Law

This may seem like we’re listening to a broken record, but once again Congress’ inability to act is creating uncertainty in the estate-tax-planning world. We’re little over 3 months away from a [...]

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Women and Retirement: Your Money, Your Future, Your Plan

You have a longer life expectancy than a man, different ideas about what constitutes risk, often work for a different pay-scale… and if you’re a woman, you likely need a different kind of [...]

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Planning for the Future is Essential for Special Needs Families

If you have a special needs child, parent, or sibling then you know that planning for the future can be overwhelming under the best of circumstances; which is why so many parents and caretakers [...]

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How to Help Your Elderly Parents When You Live Far Away

We’ve written often on this blog about the concerns that caregiver children have for their elderly parents, but that’s only one side of the story. Many families also have an adult child [...]

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You’re Never Too Young to Need a Financial Planner

Most people don’t think about visiting a financial planner until they’re old enough to have some money to manage, but if your child is a recent college graduate, or in his or her final year, you [...]

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Planning to Live Through the 2010 Estate Tax Repeal? You Can Still Save on Taxes

It is common knowledge that 2010 is a great year for heirs. If you didn’t know about the 2010 estate tax repeal, all the media coverage of George Steinbrenner’s recent death (and his heirs’ lucky [...]

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