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Setting a Facebook Legacy Contact

Setting a Facebook Legacy Contact

Until now, when someone passed away, we offered a basic memorialized account which was viewable, but could not be managed by anyone. By talking to

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The Little-Known VA Long-Term Care Benefit

The Little-Known VA Long-Term Care Benefit

Here’s a frightening statistic from the just-released United States of Aging survey: Only 3% of professionals supporting people 60 and older say they are very

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Check with Your Estate Planning Attorney about New Laws Now in Effect

Check with Your Estate Planning Attorney about New Laws Now in Effect

Determining a process for passing assets on to heirs is an integral part of the estate planning process. But it’s not always easy to determine

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Should I have a TOD (Transfer on Death) for my Brokerage Account?

Should I have a TOD (Transfer on Death) for my Brokerage Account?

Life insurance, IRAs, 401(k) plans and other retirement accounts pass directly to the beneficiaries you designate outside of your will. Brokerage accounts, on the other

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Late NBA Owner’s Estate Owes Taxes, IRS Says

Late NBA Owner’s Estate Owes Taxes, IRS Says

In a ginormous estate tax battle denouement, the Internal Revenue Service just won $388 million in a settlement with the estate of Detroit Pistons owner

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Avoid These Big Estate Planning Mistakes

Avoid These Big Estate Planning Mistakes

Good luck to your loved ones when you die, because you are going about your estate planning all wrong. According to a recent study from

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How to Manage the Bumps in the Road to Retirement

How to Manage the Bumps in the Road to Retirement

A new TD Ameritrade survey says that bumps and detours along the road to retirement are the norm, not the exception, with two-thirds of Americans

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IRS Eyes Estate Tax Changes for Wealthy

IRS Eyes Estate Tax Changes for Wealthy

The IRS wants to sharply curtail a favorite tax benefit affecting family partnerships and LLCs. The U.S. Treasury Department is zeroing in on new regulation

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Tax Loopholes May Be Closing for IRAs and Other Retirement Strategies

Tax Loopholes May Be Closing for IRAs and Other Retirement Strategies

The government has a knack for catching on to the most popular loopholes. There are plenty of tips and tricks to maximizing your retirement benefits,

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New Protections for Elderly Investors

New Protections for Elderly Investors

Two years after New York socialite Brooke Astor died in 2007, her son, Anthony Marshall was convicted of bilking her of millions of dollars. The

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Millionaires Don’t Like Estate Planning?

Millionaires Don’t Like Estate Planning?

Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their

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Tips to Avoid Elder Financial Fraud and Abuse

Tips to Avoid Elder Financial Fraud and Abuse

The costs of elder financial fraud and abuse are more than financial. In fact, for elderly citizens who are financially exploited, the impact is more

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