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When Can I Get the Life Insurance Company to Pay Out the Death Benefit?

When Can I Get the Life Insurance Company to Pay Out the Death Benefit?

A common question in settling the affairs of a loved one, is how long it generally will take after that person dies for the life

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Does Your State Impose an Inheritance Tax?

Does Your State Impose an Inheritance Tax?

New Jersey is one of the few states that still imposes an inheritance tax, says NJ.com in the article titled “How to avoid the inheritance

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Changes in Medicare Surcharges Next Year

Changes in Medicare Surcharges Next Year

Bad news for high-income retirees who were hit with premium surcharges for Medicare Part B and Part D: they may need to pay a bit

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Elder Abuse on the Rise

Elder Abuse on the Rise

The Carroll County Times of Westminster MD recently reported, in an article titled “Know the signs of elder abuse and report it if necessary,” that

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Don’t Stick Your Head in the Sand When It Comes to Senior Care

Don’t Stick Your Head in the Sand When It Comes to Senior Care

Are we in denial when it comes to care down the road?

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Use an IRA to Help the Grandkids

Use an IRA to Help the Grandkids

In the midst of summer, teens and college students are typically working summer jobs. Kiplinger Retirement Report explains in a recent article, “Seed a Roth

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The Fight Continues for Alan Thicke’s Estate

The Fight Continues for Alan Thicke’s Estate

Her attorney filed a motion to dismiss last week, calling the sons’ May petition for "instructions" on their dad's living trust, a misguided maneuver “premised

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Are All Living Trusts Created Equal?

Are All Living Trusts Created Equal?

The two biggest reasons for choosing a living trust are for the privacy and efficiency of avoiding public probate and for the protection that can

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Watch Out for Fake Law Firms Offering Estate Planning Advice

Watch Out for Fake Law Firms Offering Estate Planning Advice

A fake law firm going by the name of Walsh & Padilla has been offering estate planning services, the Houston Chronicle reports. In reality, the

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Consider a Family Wealth Trust for Remarriage Protection

Consider a Family Wealth Trust for Remarriage Protection

Creating an estate plan requires that you and your attorney consider numerous uncomfortable possibilities. One of those is the fact that your spouse may someday

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401(k)s and IRAs Compared

401(k)s and IRAs Compared

A recent wjbf.com post, “Advantages and disadvantages to a 401k and an IRA,” explains some of the possible advantages and disadvantages of a 401(k) and

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Lottery Scams are on the Rise

Lottery Scams are on the Rise

At first, you might think your prayers have been answered. A recent woodtv.com article, “88-year-old nearly scammed by fake lottery, warns others,” tells the story

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