Articles for January 2010
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- January 29, 2010
- What Does “Do Not Resuscitate” Mean to You?
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Everybody seems to know (from popular TV shows, if nothing else) that DNR means “Do Not Resuscitate”, but do you know what “Do Not Resuscitate” means in your own personal ...
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- January 27, 2010
- Your Estate Is Ready For The Kids, But Are The Kids Ready For Your Estate?
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Many parents spend a lot of time and money ensuring that their estate will go to their children exactly when and how they want it to; they work with the ...
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- January 23, 2010
- Your Will May Be a Ticking Time Bomb
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The recent repeal of the estate tax is having unintended consequences for responsible husbands and wives who already had a will or trust in place to protect their spouse and ...
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- January 22, 2010
- Where Can Seniors Find “Home Sweet Home”?
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Where you live is a defining aspect of your character throughout your life. Your “hometown” often plays a large part in the formation of your character; as adults we decorate ...
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- January 19, 2010
- Another Kind of “Bucket List”
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Among the many changes in tax law to go into effect in 2010 was the change in cost basis for inherited assets. Previously, all inherited assets were “stepped-up” from their ...
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- January 15, 2010
- Will You Take Advantage of New Roth Rollover Rules?
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January of 2010 has brought with it a lot of change that is keeping financial and estate planners on their toes. In addition to the repeal of the estate tax ...
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- January 13, 2010
- Part of the Family: Planning for Pets
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Creating an estate plan often involves serious discussion with your advisors about tax planning, asset protection, and charitable giving; but it is important to remember that at its core, estate ...
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- January 10, 2010
- Keep Your Estate Safe in 2010
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Now that it’s 2010 and congress has failed to take action regarding the repeal of the estate tax, we see a lot of articles discussing whether the lack of ...
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- January 7, 2010
- Who Cares About Medicare?
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One of the main concerns of anybody who is retired or nearing retirement is how to pay for medical expenses. Research shows that a healthy 65 year old couple can ...
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- January 5, 2010
- Making Your New Year’s Resolutions Stick
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It’s the beginning of a New Year, a time of new beginnings when many people set goals for themselves and make their New Year’s resolutions; but according to ...