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An Inside Look at Retirement and Long-Term Care

What can we expect from our retirement years? We have financial advisors to help us look ahead and plan, but sometimes financial advisors can only take us so far; how does retirement look to [...]

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Should Beneficiaries Also Serve as Executor or Trustee?

When someone creates a will or a trust of course they want to choose a dependable and trustworthy person as executor or trustee. For most people this means someone close to them—a family member [...]

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Are You Hurting Your Own Chances At Retirement?

According to a recent article in the Wall Street Journal, many Baby Boomers are no longer worried about when they will be able to retire, but if they will be able to retire at all. In many cases [...]

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Some Tax Saving Strategies from the Wall Street Journal

Income, estate, and other federal tax levies have commonly been a bone of contention between those with different political ideologies; but the current conflict has reached unusual heights, with [...]

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Don’t Let Tax Laws Limit Your Generosity

The past two years have been tough on the average American family. The economy has been floundering and the unemployment rate has been hovering around 9-10% since 2009, not to mention the roller [...]

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Executors of 2010 Estates Have Until Nov. 15 to Make Estate Tax Decisions

Everyone will remember the “wonderful boon” that was the 2010 estate tax repeal, which (in theory) allowed decedents to pass on their assets free of any estate taxes. However, the situation was [...]

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Unusual Things Happen Every Day…

In a recent article in the Huffington Post financial columnist Don McNay tells the frustrating, sad, and “unusual” story of how the greater part of his mother’s and his sister’s estates ended up [...]

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New York Becomes 29th State to Pass Alert System for Vulnerable Adults Legislation

Last month saw some good news for seniors and their families in the state of New York. State Governor Andrew Cuomo announced on his website that he “signed a law to create a statewide alert [...]

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Don’t Inadvertently Disinherit Your Loved Ones—Review Your Estate Plan Regularly

All of our readers know just how important—how essential—a will is to protecting your family after you pass away. Leaving clear and tangible instructions can prevent family infighting as well as [...]

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The Estate Planning Post Every Woman Should Read

Although couples usually come into our office together to discuss their estate plans, quite often it’s the women who lead the discussion about planning for the guardianship of children, and the [...]

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