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Yes, You’re Rich Enough for an Estate Plan

Yes, You’re Rich Enough for an Estate Plan

Many people believe that they’re not “rich enough” to have an estate plan, but this couldn’t be further from the truth. We believe that estate

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The Dreadful Generation-Skipping Transfer Tax Explained in Basic Terms

The Dreadful Generation-Skipping Transfer Tax Explained in Basic Terms

The estate tax is one of the most hated taxes in the U.S. tax code, especially among those who are wealthy enough to have to

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Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)

Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)

Is there a target on Nick Gordon? He might well conclude that. The erstwhile boyfriend of Bobbi Kristina Brown will likely never see the 22-year-old

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Effects of the Supreme Court’s Ruling on Same-Sex Marriage

Effects of the Supreme Court’s Ruling on Same-Sex Marriage

Last week’s historic Supreme Court decision, Obergefell v. Hodges, affirmed a constitutional right to same-sex marriage in all 50 states, opening up tax, estate planning

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Is a Reverse Mortgage the Way to Go?

Is a Reverse Mortgage the Way to Go?

Homeowners age 62 and older may be tempted by the offers for reverse mortgages as a solution to the financial stresses. The celebrity spokespeople seem

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California Trying to Help Its Seniors

California Trying to Help Its Seniors

Despite earthquakes, forest fires and drought, by the end of 2015, at least 5.1 million persons age 65 and over will make their home in

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Kansas Works to Prevent Elder Abuse

Kansas Works to Prevent Elder Abuse

Several Kansas agencies, including The Office of the Kansas Securities Commissioner (KSC), the Kansas Department for Children and Families (DCF) and the Kansas Department for

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Defining Your Legacy

Defining Your Legacy

Baby boomers are more concerned with funding their retirements than leaving financial inheritances to their families and charities. While this may have been initially driven

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No Estate Plan is a Plan Written by the State

No Estate Plan is a Plan Written by the State

Most summer plans do not include drafting a will and testament. Mowing a lawn choked with weeds and overgrown with grass is more likely to

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Life Estate Can Be a Big Estate Planning Tool

Life Estate Can Be a Big Estate Planning Tool

Most people’s most important asset is their home, and protecting it is always a priority. In your retirement, though, the threat of huge, unexpected medical

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Retiring and Relocating? Read This.

Retiring and Relocating? Read This.

There’s more to relocating in retirement than picking a warm spot and enjoying the future days of leisure. Before making your decision, you’ll need to

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Choosing the Right Trustee

Choosing the Right Trustee

Choosing the right trustee is vital to ensuring that your beneficiaries enjoy the legacy you intend to leave behind. Rick Friedman, senior vice president and

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