Tax Tips to Benefit YOUR Family
I’m getting married on April 17 — two days after tax filing day. Just like my wedding, tax day is coming up quickly, are you ready to file? And just as important—are you taking advantage of all the savings and deductions available to you? Most people who do their own taxes are unaware of some […]
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One More BIG Reason to Have a Health Care Directive
I’m getting married in 5 short days. One thing that is important when you decide to tie the knot is to consider who should be your agent on your healthcare directive. A even more important questions: Do you have a health care directive? If not, the Los Angeles Times has just given you one more […]
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The Receiving End of Estate Planning
We post on this Blog often about preparing your estate plan: writing a will, setting up a trust, choosing beneficiaries, selecting agents for power of attorney; but there is another side to estate planning, a “fun” side… the receiving end. You may assume that the receiving end of estate planning is the fun and easy […]
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The New Healthcare Legislation
Everybody knows the latest big news: President Obama’s healthcare reform bill was finally approved by the senate—for better or worse—and although politicians may still be arguing the benefits and evils of the bill across party lines, most Americans are asking one simple question: What does this legislation mean for me? CNN Health attempts to answer […]
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Protecting Your Parents, Protecting Yourself
Do you need long-term care insurance? You may think you’re too young to think about that quite yet, but what about your parents? If you’re reading this blog it’s likely that your parents are at an age where they soon may need some sort of care, whether that will be in-home care, nursing care, or […]
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Do You Need A Will or A Trust?
I am asked often, “Do I need a Will or a Trust?” When it comes to estate planning there are two major vehicles for the distribution of assets: A will and a trust. Both are very useful tools and can accomplish specific goals—but what’s the difference and how do you know which one is best […]
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Facing the BIG Picture
We frequently urge you here on our blog to create the documents necessary to protect yourself in case of emergency, and to ensure that your family and loved ones know your wishes for health care if you are ever unable to make those decisions yourself. But a recent article on MSNBC reminds us that creating […]
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It’s Never Too Early to Start Thinking About Retirement
Every parent wants to teach their children fiscal responsibility, but it’s not always easy to impress upon live-for-the-now youngsters the concept of saving for a rainy day. Certainly teaching by example is one tried and true method; another is practice. But can a 15 to 21 year old really practice saving for retirement? Of course […]
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News and Updates About the Estate Tax
A month and a half into 2010 and Congress’ failure to stop the lapse in estate tax is still making waves. These two trusted news sources explain why having “no estate tax” this year should worry you. One of the first reasons you should be worried, as revealed by this article in the Wall Street […]
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Handing Over the Keys to the Kingdom
It goes without saying that nobody wants to give up control of their finances and put themselves at the mercy of someone else’s decisions; which is why most people spend hours and hours considering who to name as their agent when they sign a power of attorney. But what happens if you pick the wrong […]
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