Posts From January, 2014

Alternative Living Arrangements: Two Options When It’s Time To Leave Your Home

There comes a time for many older people when, for various reasons, they must leave their homes.  For some, moving in with children or other close family members is the ...

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"Payable on Death" – Clearing Up Some Confusion.

The other day I overheard a couple talking about strategies for minimizing inheritance taxes.  “Oh,” the man said, “if you designate your bank account as Payable On Death (POD) to a ...

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