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Paul Joseph Weber

Paul Weber’s Legal Guides

34 total

  • 3 Smart Trust Strategies That Provide Asset Protection for an Inheritance

    A growing number of wealthy parents are concerned about how their children will handle a large inheritance, and are structuring smart trusts to protect their assets. Some of the most effective ways to achieve this include: Irrevocable Trusts in 2013, a married couple can place up...

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  • How Retirement Tax Changes Affect Planning

    Most retirees are well aware of how their income changes in retirement, but many do not know how their taxes change as well. Take the following into consideration when executing a retirement plan: Income and deductions. While most retirees experience a drop in income and may move...

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  • 12 Questions to Consider When Planning for Retirement

    When planning for retirement, the biggest question for most people is: When should I retire? Determining the best time for you to retire involves a number of factors, each tied to your own individual circumstances. Here are 12 questions you should be asking yourself to get to the...

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  • Maryland Elder Law: Red Flags for Spotting a Financial Scam

    Financial fraud continues to rise in the U.S., and many of its victims are the elderly. Look for these red flags that could signal a potential financial scam: If you are asked for any personal information by unsolicited emails, letters or phone calls. If you receive an email, ph...

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  • Why Estate Planning is a Process

    When your life changes, your estate plan needs to change with it, which is why estate planning is a continual process. To make sure that your estate plan is always up to date, here are a few things to keep in mind: Your estate plan will need to be updated any time you experience...

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  • Funding Your Retirement When You’ve Taken a Financial Hit

    Due to the financial crisis of the past few years, many people are starting all over, and plenty of those people borrowed from themselves. Restoring funds in 401(k)s, IRAs, and other sources like mutual funds may not be easy to do, but every penny counts. Anyone who can should co...

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  • Getting a Divorce? Don’t Forget to Update Your Estate Plan!

    An Annapolis estate planning attorneyshares these tips for helping elderly parents manage their finances: Plan early. If you have a parent over the age of 70, have a talk with them about what they want to happen if they can no longer handle their own finances. They may want to si...

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  • How to Help Elderly Parents Handle Finances

    An Annapolis estate planning attorneyshares these tips for helping elderly parents manage their finances: Plan early. If you have a parent over the age of 70, have a talk with them about what they want to happen if they can no longer handle their own finances. They may want to si...

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  • How Boomers Can Achieve Retirement Goals: Plan!

    More than 10,000 baby boomers turn 65 every day, and recent research provides some interesting statistics about this generation entering their retirement years: Baby boomers are now 26.1 percent of the total U.S. population; The median household income is $63,200; The life expec...

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  • Maryland Court Rules Yacht Tax Deduction Case Doesn’t Hold Water

    In a recent ruling in Estate of Robert S. Bowen v. United States, the U.S. District Court for the District of Maryland denied the estates motion for reimbursement of 2006 taxes, saying that the estates hodge-podge of claims had no materiality. In 2006, Robert S. Bowen ordered a 6...

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