Article-1268

October 31, 2013 |

When Considering Life Insurance

Life insurance is a simple concept. A person takes out a policy in order to provide funds to his or her loved ones upon his ...

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Article-1262

October 30, 2013 |

529 Plans Benefit Grandparents and Grandchildren

As a recent article explains, a majority of wealthier investors prefer to transfer money to their grandchildren through 529 college savings plans. In part, 529 ...

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Article-1260

October 29, 2013 |

Thanks Gramps! Planning Gifts to Grandchildren

Often, grandparents who have extra money wish to assist their grandchildren financially. A recent article discusses three ways through which grandparents can give to their ...

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Article-1255

October 24, 2013 |

What is an Irrevocable Funeral Trust?

One tool for those looking to spend down their assets in order to apply for Medicaid benefits is the Irrevocable Funeral Trust (“IFT”). Through an ...

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Article-1250

October 23, 2013 |

Dealing with Early-Stage Alzheimer’s

Currently, the sixth leading cause of death in the United States is Alzheimer’s disease. Between 2000 and 2010, the number of deaths caused by Alzheimer’s ...

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Article-1248

October 22, 2013 |

Calling an Audible: Avoiding Taxes Caused by a Bypass Trust

Since estate-planning maneuvers can cause unintended consequences, it’s important to plan with flexibility. A recent article discusses how one man dealt with the unintended consequences ...

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Article-1240

October 17, 2013 |

Back to the Basics: Estate Planning for a “Typical” Family

Contrary to popular belief, estate planning is still important for the vast majority of Americans who are not wealthy. After all, after a person has ...

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Article-1238

October 16, 2013 |

‘Spending Down’ for Medicaid Coverage: A Cautionary Tale

Medicaid is a need-based public benefit program that assists citizens in paying for medical care. Therefore, a person can only receive benefits if he or ...

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Article-1235

October 15, 2013 |

Income Tax Planning While Planning Your Estate

Now that the American Taxpayer Relief Act of 2012 has bumped the federal estate tax exemption up to $5.25 million, a recent article explains that ...

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Article-1227

October 10, 2013 |

Minding Mom & Pop’s Shop: Five Steps to the Succession of Your Family Business

Succession planning for a family business is often no easy task. Recently, an article in Forbes outlined the five necessary steps for a viable succession ...

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