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Senior Issues on the Silver Screen
It’s that time again, and the news sources are all aglow with coverage… no, not the inauguration—the Oscars! This isn’t something we’d normally talk about on an estate planning blog, but one of the top contenders this year is ‘The Curious Case of Benjamin Button’ (receiving 13 nominations in all); a movie about a man […]
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Family Milestones
Any parent will tell you that the birth (or adoption) of a child shifts the nature of your thinking irrevocably. One day you look around and discover that your own wants and needs are no longer at the center of your life. We often see evidence of this shift in ur firm, where many of […]
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Caregiver Agreements Reduce the Burden of Caring for Elderly Family Members
Anyone serving as a caregiver for an aging relative knows that it’s hard work no matter how much you love the person to whom you are providing care and service, and in many cases it can be a severe financial hardship as well. Studies have shown that the child who serves as the primary caregiver […]
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Caring For Your Parents; Presidential In-Laws Throughout History
After our recent posts about President-elect Obama and his plan to keep the estate tax, we thought it might be nice to follow up with a lighter story about the office of the President. When Barack Obama takes office on Tuesday and moves his family into the White House, his mother-in-law Marian Robinson will be […]
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How the Future of the Estate Tax Will Impact YOU
The inauguration of Barack Obama is only days away, and many people are curious (to say the least) about what his presidency has in store. We all know there are changes ahead; some you may be looking forward to, and others about which you may be apprehensive. If you’re looking right now with an interested […]
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The State of Estate Tax Under Obama
When President Bush was elected in 2000, one of his campaign pledges was to make the estate tax go away. And Congress did, in fact, pass legislation that would abolish the estate tax. Well, sort of. What the Congress passed, the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGGTRA) enacted a series […]
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Beware of a “One Size Fits All” Financial Plan
Most Americans have become aware of the benefits of financial planners, and of having a financial plan of their own. And now with the recent Wall Street crisis, public talk about financial plans and goals (and how yours may be weathering the storm) has become a lot more common. With all of this, it may […]
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4 Common Estate Planning Mistakes
Estate planning can be a touchy subject. Luckily, more and more people are coming to realize just how crucial it is to plan for their deaths, but even knowing its importance, few people want to spend time thinking about it. We understand why people might shy away from it. After all, estate planning deals with […]
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Could YOU Be A Trust Fund Baby?
It used to be that trusts were for the wealthy. Those who had inherited money in trust were often labeled “trust fund babies,” and these were the people who had everything paid for and worried about nothing. This is no longer the case. Trusts are used by the middle class more and more, as a […]
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When Planning for the Future, Don’t Forget Your Pets
In our blog we often address how estate planning can help you provide for your children or protect your elderly parents or grandparents, but today let’s talk about another member of the family—Today we would like to address how estate planning can help you take care of your pets. According to this article by Angie […]
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