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How is Life Insurance Taxed in an Estate?

How is Life Insurance Taxed in an Estate?

“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”

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Don’t Wait until It’s Too Late to Estate Plan

Don’t Wait until It’s Too Late to Estate Plan

“Many people don’t see the importance of estate planning, until they have been forced to deal with the adverse effects of not being prepared for

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A Look at Target-Date Funds as You near Retirement

A Look at Target-Date Funds as You near Retirement

“They may not make sense once you're past the target date.”

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COMMUNITY PRESENTATION – CALL TO RESERVE A SEAT!

A free workshop, entitled 3 Easy Steps, will be presented by Attorney Bellomo on May 5. The focus of the seminar will be estate planning

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California Nursing Home Sued for Poor Treatment of Patients

California Nursing Home Sued for Poor Treatment of Patients

“A former Napa care facility is being sued for negligent hiring and elder abuse, following the death of one of its elderly patients.”

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Answers to Your Medicare Questions

Answers to Your Medicare Questions

“When you turn 65, you have to master a new health care system.”

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New York Police Officer Sued for Welfare Check on Senior

New York Police Officer Sued for Welfare Check on Senior

“A police officer was shielded by qualified immunity from a claim that he violated residents' civil rights, when he entered into a home uninvited to

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You Can’t Take It with You, but Dying Isn’t Cheap

You Can’t Take It with You, but Dying Isn’t Cheap

“Funerals cost $6,000 and up, but planning can help you cut the big expenses.” No one likes to talk about death, because it’s considered taboo.

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IRA Info for Your Retirement

IRA Info for Your Retirement

“IRAs were established to help Americans save for their future, and retirement savers should take advantage of tax shelters such as IRAs to build and

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Find Out About the Benefits of a Family Limited Partnership

Find Out About the Benefits of a Family Limited Partnership

“Family limited partnerships (and similar entities), while useful in an estate planning strategy for high-net-worth clients, are often hotly contested by the IRS for their

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