The Lifetime QTIP Trust
Oct 01, 2015
what a Lifetime QTIP is and the multiple benefits this special type of trust can provide to you and your spouse if you have lopsided estates. Introduction Estate planning for couples in a second or l...
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Helping Families Deal With the Financial and Emotional Costs of Dementia
Sep 11, 2015
A discuss a debilitating condition that many Americans eventually face as they age Dementia Defined The Alzheimer’s Association defines dementia as, “a general term for a decline in mental ability s...
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It's Not Just Death and Taxes: You Need an Incapacity Plan That Works When It's Needed
Aug 20, 2015
Estate planning is not only about having a plan in place to deal with what happens at your death, it is also about having a plan in place to deal with what happens if you become mentally incapacitated...
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Why a Revocable Living Trust Works
Dec 23, 2012
The concept is simple. When a revocable living trust is established, the name on the titles to the clients assets is changed to the trustee of the trust. Legally, the individual no longer owns the ass...
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Estate Planning: An Overview
Dec 23, 2012
Our clients expect their estate planning will cause their property to go to whom they want, the way they want, when they want and that it will minimize the impact of taxes, professional fees and court ...
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Niche Trusts
Sep 01, 2011
What Is a Trust?Almost always, when someone says "trust," they mean what is called an "express trust" - a tri-party relationship intentionally established by a grantor (who is the owner of property), a...
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The Continuing Significance of Non-Qualified Deferred Compensation
Aug 26, 2011
The Continuing Significance of Non-Qualified Deferred Compensation
If you work with business owners and their key employees - or you would like to - you need to be conversant about Non-Qualified Defer...
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7 Tips for Helping Families with Special Needs
Aug 26, 2011
. There are numerous misconceptions in this area that can result in costly mistakes when planning for special needs beneficiaries. Understanding the pitfalls associated with special needs planning is a...
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Planning for Long-Term Care
Aug 26, 2011
Studies predict that approximately 40% (2 out of every 5) of Americans reaching age 65 will need some type of long-term care (LTC). Some of your clients would prefer to stay at home, no matter what the...
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The Future of Medicaid and Medicare
Aug 15, 2011
Proposed Cuts
As has been widely reported, the Obama Administration is offering to cut tens of billions of dollars from Medicare and Medicaid as part of the negotiations to reduce the federal budg...
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