Published: January 21 2014
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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Published: January 9 2014
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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Published: December 13 2013
So, your mother passed away, and your older brother was named Executor in her Will. Being the Executor is not an easy job. Among other things, it involves: 1. identifying and ...
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Published: October 29 2013
Probate assets, non-probate assets, gross estate – these are all important terms that you need to understand when doing estate planning. However, for most of us, it’s all very confusing. ...
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Published: October 17 2013
Many people today get divorced or lose a spouse and then remarry. And, in many cases, people who remarry have children from prior marriages. This results in blended families – ...
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Published: October 10 2013
You’re married, or single, with young children, and your primary focus is on the family, on the here and now – providing for the essentials and giving your kids the ...
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Published: September 30 2013
Many couples remain legally married while, for all intents and purposes, they’re separated. The may not have gotten a divorce, and they may still own property jointly. They may even ...
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Published: September 19 2013
The Internal Revenue Service and the U.S. Department of the Treasury ruled in August 2013 that same-sex married couples will be treated as married for all federal tax purposes. This ...
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Published: September 12 2013
I had an interesting meeting with a married couple the other day. The husband had designated his wife as the Executor to his Will and she had designated him as ...
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Published: August 29 2013
Expecting a baby is a momentous occasion. There are so many wonderful things coming your way. But, in the excitement of it all, one very important area may be overlooked: ...
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