Common Costs Involved in a Texas Probate
Nov 25, 2013
When a person dies, oftentimes their estate must go through the legal process known as probate. The primary purpose of probate is to ensure the decedent’s assets are accounted for, valued, debts are pa...
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Bill Calls for Look-Back Period for Veteran's Aid & Attendance Benefits
Nov 11, 2013
Senator Ron Wyden (D-Or.) along with five co-sponsors, recently introduced a bill (S. 748) that would impose a “look-back” period on Veteran’s Aid and Attendance benefits that are currently available t...
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The Death of DOMA
Oct 28, 2013
The Supreme Court of the United States, or SCOTUS, recently handed down what will likely be a decision for the history books in U.S. v. Windsor. Not only will the decision impact the personal and famil...
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Providing Liquidity in Your Estate Plan
Oct 21, 2013
If you have a family that depends on your financial support, one of the primary goals of your estate plan is likely ensuring that they will be well taken care of in the event of your death or incapacit...
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Incorporating Social Media and Other 21st Century Technology into Your Retirement Years
Oct 14, 2013
The digital age is here to stay whether we like it or not. Of course the younger generations cannot image life without the ubiquitous Internet. However, those in the older generations sometimes wish bi...
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Estate Planning and the American Taxpayer Relief Act of 2012
Oct 07, 2013
It is likely that you are aware of the passage of the American Taxpayer Relief Act of 2012. We would like to take a look at the estate planning ramifications of this piece of legislation.
The estate ta...
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Choosing Where to Retire
Sep 30, 2013
Sometime around age 40 most people start thinking about retirement. Even if you plan to work long past the Social Security retirement age, you will likely wish to slow down and enjoy your golden years....
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New York State May Get $40 Million from Intestate Estate
Sep 09, 2013
New York resident Roman Blum died last year at the age of 97. The holocaust survivor was somewhat of a mystery to those who knew him. What we do know, however, is that he left behind an estate worth an...
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Tips for Valuing Non-Cash Gifts
Aug 26, 2013
As you likely already know, just about everything in America is subject to taxation even gifts. All gifts that you make during your lifetime, as well as those that are made pursuant to your Last Will ...
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Why Estate Planning Is Essential for Cohabitating Couples
Aug 19, 2013
A century ago, living together outside of marriage was socially unacceptable. In the 21st century, however, many couples choose to live together prior to marriage or forego getting married altogether. ...
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