Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down
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5 Estate Planning Tips for Business Owners in Non-Traditional Families

Non-traditional families have a unique set of challenges when it comes to estate planning. Since single parents, blended families, unmarried partners, and other non-traditional families do not have many of the automatic protections that the law provides married couples, these families must
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5 FAQs about Medicaid Planning

Medicaid planning requires confrontation with uncomfortable realities. It’s scary to imagine that you might not be able to care for yourself one day. The solution to this fear is planning. By taking stock of your challenges, you can approach the next phase
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Shielding Your Assets and Planning for Medicaid: What You Need to Know

Medicaid planning, in theory, should be pretty straightforward. After all, millions of people depend on Medicaid to some extent to pay for late in life care. We’ve collectively had decades to work out kinks in the system. And the basic concepts underlying
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After Tax Reform, Is Estate Planning Still Necessary?

The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. The increase means that an exceedingly small number of estates (only about 1,800, nationally) will have to worry about federal estate taxes
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It’s Back to School Time Are You Leaving Something (Legal) Undone?

It’s that time of year again! The Target and Office Depot ads are running! Preparing to send our children back into the school year is one of parenting’s biggest chores and greatest reliefs (if you agree with all the advertisements). We’re busy
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Estate Planning Nightmares: Barry White’s Son Sues His Father’s Estate, Widow

When done thoughtfully, good estate planning should help prevent family quarrels and protect private financial information from being brought into the public eye. Apparently, such was not the case for three-time Grammy Award winning R&B singer Barry White, who died in 2003.
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The Top 10 Benefits of a Comprehensive Power of Attorney

The benefits of a highly detailed, comprehensive power of attorney are numerous. Unfortunately, many powers of attorney are more general in nature and can actually cause more problems than they solve, especially for our senior population. We’re highlighting the benefits of a
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The Sandwich Generation: Caught Between Kids and Aging Parents– Part 2

As a member of the Sandwich Generation, you might feel like you’re caught in a vise. The pressures are intense when you’re struggling to raise a child and care for an elderly parent at the same time, and your responsibilities extend across
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The Sandwich Generation: Caught Between Kids and Aging Parents– Part 1

The “Sandwich Generation” refers to people in their midlife years tasked with taking care of aging parents while simultaneously supporting their children. According to the Pew Research Center, approximately half of adults in their 40s and 50s have a senior citizen parent,
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Wills Vs. Trusts:  Take Control of Your Wealth Distribution

You work hard for your money and want to ensure that your wealth distribution goes according to your wishes upon death. Sadly, many people simply don’t understand the difference between wills and trusts and how they can affect inheritance. Don’t be one of them! Take control
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