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Remember Estate Planning is More Than a Will

Remember Estate Planning is More Than a Will

The (Beckley WV) Register-Herald’s recent article, “Important Medical and Financial Choices,” notes that along with a will, there are medical, financial, and other important decisions

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Snowbirds Should Determine Where to Nest for Estate Planning Purposes

Snowbirds Should Determine Where to Nest for Estate Planning Purposes

Being a snowbird, living six months in Michigan or Nebraska and six months in Florida or Arizona, can be a great life style in retirement.

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Estate Battles Can Mean Big Legal Fees

Estate Battles Can Mean Big Legal Fees

Prosecutors in a Texas forgery, theft and money laundering trial asked the court appointed administrator of an estate how an $8 million estate can shrink

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New Federal Law Passed to Protect the Elderly

New Federal Law Passed to Protect the Elderly

Senate Bill 178, the Elder Abuse Prevention and Prosecution Act, establishes requirements for the Department of Justice (DOJ) to investigate and prosecute elder abuse crimes

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New Statistics on Retirement Ages and Mortality Rates

New Statistics on Retirement Ages and Mortality Rates

Think Advisor’s recent article, “Americans Are Retiring Later, Dying Sooner and Sicker in Between,” notes that lifespans aren’t necessarily extending to offer equal time in

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What’s the Best Way to Make a Gift to Family?

What’s the Best Way to Make a Gift to Family?

Questions often come up when gifting to children. What are the consequences to the giver and to the recipient? An article from nj.com, “Gift tax

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Guardianship Issues Abound in the Silver State

Guardianship Issues Abound in the Silver State

A recent article in Reuters shows the problems in Nevada courts that are responsible for court-appointed guardians for the elderly. This article describes how a

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Did you get the news that three members of the Bellomo & Associates team will be dancing this year in The Hip Nut?!?

Did you get the news that three members of the Bellomo & Associates team will be dancing this year in The Hip Nut?!?

The Hip Nut project is about creating a diverse, multi-cultural, holiday production that appeals to a wide range of audiences. The show puts a contemporary

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How Do I Give My Required Minimum Distribution from a 401(K) To Charity Without Being Taxed?

How Do I Give My Required Minimum Distribution from a 401(K) To Charity Without Being Taxed?

Required Minimum Distributions (RMDs) are minimum amounts that a retirement plan account owner is required to withdraw each year, beginning in the year that he

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What about a Trust? Do I Need This?

What about a Trust? Do I Need This?

A trust is a legal vehicle for managing financial assets for the benefit of you and/or someone else. The property owner (the grantor or settler)

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Michigan Considers Stiffer Penalties for Elder Abuse

Michigan Considers Stiffer Penalties for Elder Abuse

Right now, Michigan law only allows a felony if a person “causes serious physical harm or serious mental harm to a vulnerable adult,” explains WZZM

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Should I Use a Trust to Avoid Probate?

Should I Use a Trust to Avoid Probate?

Progressive states like California have led the charge in finding and implementing methods and techniques to avoid probate, reports The PV Democrat in its recent

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